How big is ZETA Global Corp.'s plan?

ZETA Global Corp.'s plan reported $105.5M in assets and 1,076 participants for 2024.

Original filing (PDF)20251011110022NAL0004720963001

ZETA Global Corp.

Name: ZETA Global Corp. — ZETA Global Corp. 401(k) Plan, Form 5500 (2024)
Creator: ZETA Global Corp.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

ZETA Global Corp. 401(k) Plan

401(k) retirement plan · ZETA Global Corp.'s ZETA Global Corp. 401(k) Plan held $105.5M in plan assets for 1,076 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,076

Accounts w/ balance

1,166

Plan assets (EOY)

$105.5M

Net assets (EOY)

$105.5M

People on this filing

Jeffrey Bernal signed ZETA Global Corp.'s 2024 Form 5500 as plan administrator.

Jeffrey Bernal — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ZETA Global Corp.'s EIN is 26-1196017.

EIN 26-1196017

Plan number 001

Plan year 2024

ACK ID 20251011110022NAL0004720963001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZETA Global Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ZETA Global Corp.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZETA GLOBAL CORP..

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How this plan invests

This plan

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

ZETA GLOBAL CORP.

EIN

all filings

Address

3 PARK AVE · 33RD FLOOR · NEW YORK, NY · 10016

Phone

(212) 967-5055

Industry

Information / Tech / Media

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

2025-10-11

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$23K	—

Investments

32 direct securities· $87.0M(83% of reported assets)

Mutual Funds

$83.0M

27 holdings

Other securities

$3.4M

4 holdings

Bonds / Notes

$694K

1 holding

					% of plan
Fidelity Investments Freedom 2050 K6 -	Mutual Funds	—	—	$13.9M	13.2%
Fidelity Investments Freedom 2045 K6 -	Mutual Funds	—	—	$9.6M	9.1%
Fidelity Investments Freedom 2040 K6 -	Mutual Funds	—	—	$8.9M	8.5%
Fidelity Investments Blue Chip Growth K6 -	Mutual Funds	—	—	$8.6M	8.2%
Fidelity Investments Freedom 2035 K6 -	Mutual Funds	—	—	$8.1M	7.7%
Fidelity Investments Freedom 2055 K6 -	Mutual Funds	—	—	$7.8M	7.4%
Fidelity Investments Freedom 2030 K6 -	Mutual Funds	—	—	$4.4M	4.2%
Fidelity Investments Freedom 2060 K6 -	Mutual Funds	—	—	$3.6M	3.4%
Fidelity Investments Mid Cap Index -	Mutual Funds	—	—	$3.2M	3.1%
Janus Henderson Enterprise Class N -	Mutual Funds	—	—	$2.0M	1.9%
Fidelity Investments Government Money Market K6 -	Mutual Funds	—	—	$2.0M	1.9%
Fidelity Investments Small Cap Index -	Mutual Funds	—	—	$2.0M	1.9%
Fidelity Investments Global Ex-U.S. Index -	Mutual Funds	—	—	$1.5M	1.4%
JP Morgan Equity Income R6 -	Other securities	—	—	$1.5M	1.4%
Fidelity Investments U.S. Bond Index -	Mutual Funds	—	—	$1.1M	1.0%
Mass Mutual Small Cap Growth Equity I -	Other securities	—	—	$1.0M	1.0%
Fidelity Investments Freedom 2025 K6 -	Mutual Funds	—	—	$725K	0.7%
Fidelity Investments Freedom 2065 K6 -	Mutual Funds	—	—	$715K	0.7%
Various maturity dates and interest rates * Notes receivable from participants ranging from 4.25% to 9.50% -	Bonds / Notes	—	—	$694K	0.7%
American Funds New World R6 -	Mutual Funds	—	—	$691K	0.7%
American Funds Europacific Growth R6 -	Mutual Funds	—	—	$686K	0.7%
MFS Mid Cap Value R6 -	Mutual Funds	—	—	$635K	0.6%
Fidelity Investments Freedom 2020 K6 -	Mutual Funds	—	—	$633K	0.6%
American Century Sustainable Equity Investor Class -	Other securities	—	—	$553K	0.5%
Fidelity Investments Strategic Bond Index -	Mutual Funds	—	—	$539K	0.5%
American Funds Moderate Growth & Income R6 -	Mutual Funds	—	—	$480K	0.5%
PIMCO Total Bond Return R6 -	Mutual Funds	—	—	$420K	0.4%
MainStay MacKay High Yield Corporate Bond R6 -	Other securities	—	—	$347K	0.3%
Fidelity Investments Strategic Income -	Mutual Funds	—	—	$271K	0.3%
Fidelity Investments Freedom 2015 K6 -	Mutual Funds	—	—	$240K	0.2%
Fidelity Investments Freedom Income K6 -	Mutual Funds	—	—	$104K	<0.1%
Fidelity Investments Freedom 2010 K6 -	Mutual Funds	—	—	$94K	<0.1%