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Original filing (PDF)20251013150259NAL0003288754001
ZOCDOC, INC.
Form 5500
FILING_RECEIVED
ZOCDOC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
28% in single holding
Active participants
646
Accounts w/ balance
1,023
Plan assets (EOY)
$60.0M
Net assets (EOY)
$60.0M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity 500 Index Fund" is 28% of plan.
- 20 bps in Schedule C fees — modestly above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZOCDOC, INC..
Plan sponsor
Name
ZOCDOC, INC.
EIN
26-0971827
Address
568 BROADWAY · 9TH FLOOR · NEWYORK, NY · 10012
Phone
(646) 583-7838
Industry
Finance & Insurancesee 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
2025-10-13
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BDO USA,P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC | 06-1397347 | — | CONSULTANT | $17K | — |
Investments
25 direct securities · 1 pooled fund· $59.4M(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
$59.0M
24 holdings
Common Collective Trust
$222K
1 holding
Mutual Funds
$219K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | — | — | — | $16.5M | 27.5% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Fund I | — | — | — | $12.1M | 20.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Fund | — | — | — | $8.5M | 14.1% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Fund I | — | — | — | $6.7M | 11.2% | |
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | — | — | — | $3.4M | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Fund I | — | — | — | $3.3M | 5.5% | |
| Fidelity Extended Market Index Fund | — | — | — | $2.4M | 4.0% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Fund I | — | — | — | $1.8M | 3.0% | |
| T. Rowe Price T. Rowe Price Retirement 2035 Fund I | — | — | — | $827K | 1.4% | |
| T. Rowe Price T. Rowe Price Spectrum International Fund | — | — | — | $813K | 1.4% | |
| Pioneer Equity Income Fund | — | — | — | $632K | 1.1% | |
| Undiscovered Managers Undiscovered Managers Behavioral Value Fund | — | — | — | $432K | 0.7% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Fund I | — | — | — | $308K | 0.5% | |
| Nationwide Geneva Small-Cap Growth Fund | — | — | — | $264K | 0.4% | |
| PIMCO Diversified Income Fund | — | — | — | $242K | 0.4% | |
| PIMCO STABLE INC 1 SEI TRUST COMPANY · EIN 45-4367155 / PN 036 | Common Collective Trust | — | — | $222K | 0.4% | |
| Cohen & Steers Cohen & Steers Institutional Realty Shares | Mutual Funds | — | — | $219K | 0.4% | |
| Western Asset Western Asset Core Bond Fund | — | — | — | $202K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2005 Fund I | — | — | — | $170K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2020 Fund I | — | — | — | $125K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2010 Fund I | — | — | — | $124K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Fund I | — | — | — | $49K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Fund I | — | — | — | $35K | <0.1% | |
| PIMCO Real Return Fund | — | — | — | $27K | <0.1% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $16K | <0.1% | |
| Fidelity Government Money Market Fund | — | — | — | $2K | <0.1% |
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