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Original filing (PDF)20251020141412NAL0000690545001
ZONAR SYSTEMS INC
Form 5500
FILING_RECEIVED
ZONAR SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
325
Accounts w/ balance
451
Plan assets (EOY)
$39.9M
Net assets (EOY)
$39.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZONAR SYSTEMS INC.
Plan sponsor
Name
ZONAR SYSTEMS INC
EIN
26-0499050
Address
821 2ND AVE STE 100 · SEATTLE, WA · 981041578
Phone
(206) 878-2459
Industry
Data Processing, Hosting· Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-20
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
LEE CPA AUDIT GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX INC | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $54K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUTINA FINANCIAL, LLC | — | BELLEVUE, WA | ADVISOR | $54K | — |
| CAPFINANCIAL PARTNERS, LLC | — | RALEIGH, NC | ADVISOR | $16K | — |
Investments
34 direct securities · 1 pooled fund· $39.3M(99% 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.
Uncategorized
$38.4M
34 holdings
Common Collective Trust
$840K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $7.7M | 19.2% | |
| Trutina Financial Trutina - Balanced Strategy Registered Investment Company | — | — | — | $6.9M | 17.3% | |
| Vanguard Growth Index Admiral Registered Investment Company | — | — | — | $4.7M | 11.9% | |
| Trutina Financial Trutina - Aggressive Strategy Registered Investment Company | — | — | — | $3.9M | 9.8% | |
| Vanguard Target Retirement 2045 Fund Registered Investment Company | — | — | — | $1.3M | 3.4% | |
| JPMorgan Mid Cap Growth R6 Registered Investment Company | — | — | — | $1.2M | 2.9% | |
| Vanguard Value Index Adm Registered Investment Company | — | — | — | $1.0M | 2.5% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $840K | 2.1% | |
| Vanguard Mid-Cap Value Index Admiral Registered Investment Company | — | — | — | $767K | 1.9% | |
| Trutina Financial Trutina - Conservative Strategy Registered Investment Company | — | — | — | $761K | 1.9% | |
| Vanguard Target Retirement 2050 Fund Registered Investment Company | — | — | — | $745K | 1.9% | |
| Vanguard Target Retirement 2055 Fund Registered Investment Company | — | — | — | $735K | 1.8% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | — | — | — | $716K | 1.8% | |
| Schwab Fundamental International Large Company Index Fund Registered Investment Company | — | — | — | $712K | 1.8% | |
| Vanguard Target Retirement 2040 Fund Registered Investment Company | — | — | — | $675K | 1.7% | |
| Fidelity Small Cap Growth K6 Registered Investment Company | — | — | — | $673K | 1.7% | |
| Dodge & Cox Income Fund Class X Registered Investment Company | — | — | — | $662K | 1.7% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $589K | 1.5% | |
| Vanguard Target Retirement Income Fund Registered Investment Company | — | — | — | $585K | 1.5% | |
| Vanguard Small Cap Value Index Admiral Registered Investment Company | — | — | — | $556K | 1.4% | |
| Vanguard Target Retirement 2060 Fund Registered Investment Company | — | — | — | $511K | 1.3% | |
| Vanguard Target Retirement 2035 Fund Registered Investment Company | — | — | — | $490K | 1.2% | |
| Principal Real Estate Securities Fund Registered Investment Company | — | — | — | $456K | 1.1% | |
| Vanguard Developed Markets Index Admiral Registered Investment Company | — | — | — | $381K | 1.0% | |
| Participant Loans Interest rates at (4.25% ~ 9.50%) $0 | — | — | — | $340K | 0.9% | |
| American Funds New Perspective R6 Registered Investment Company | — | — | — | $338K | 0.8% | |
| Registered Investment Companies Clearpoint Financial Partners Impact Retirement - Aggressive ESG Portfolio Strategy Registered Investment Company | — | — | — | $199K | 0.5% | |
| American Century Government Bond R5 Registered Investment Company | — | — | — | $166K | 0.4% | |
| Trutina Financial Trutina - Moderate Strategy Registered Investment Company | — | — | — | $154K | 0.4% | |
| Trutina Financial Trutina - Ultra Aggressive Strategy Registered Investment Company | — | — | — | $148K | 0.4% | |
| Vanguard Target Retirement 2065 Fund Registered Investment Company | — | — | — | $141K | 0.4% | |
| Clearpoint Financial Partners Impact Retirement - Moderate ESG Portfolio Strategy Registered Investment Company | — | — | — | $85K | 0.2% | |
| Vanguard Target Retirement 2030 Fund Registered Investment Company | — | — | — | $72K | 0.2% | |
| Clearpoint Financial Partners Impact Retirement - Conservative ESG Portfolio Strategy Registered Investment Company | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Registered Investment Company | — | — | — | $2K | <0.1% |
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