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Original filing (PDF)20230901131358NAL0005397779001
ZOOM MANAGEMENT, LLC
Form 5500
FILING_RECEIVED
ZOOM TAN 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
367
Accounts w/ balance
78
Plan assets (EOY)
$614K
Net assets (EOY)
$601K
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 21% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (28 bps vs 158 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZOOM MANAGEMENT, LLC.
Plan sponsor
Name
ZOOM MANAGEMENT, LLC
EIN
20-8077730
Address
8625 TAMIAMI TRAIL N · SUITE 500 · NAPLES, FL · 341082890
Phone
(239) 330-4657
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-09-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BODINE PERRY, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $2K | — |
Investments
3 pooled funds· $77K(13% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$70K
1 holding
Pooled Separate Account
$7K
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | $70K | 11.4% |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | $7K | 1.1% |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | $580 | <0.1% |
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