How big is Zoftec, LLC's plan?

Zoftec, LLC's plan reported $1.3M in assets and 14 participants for 2024.

Original filing (PDF)20250926081855NAL0021192242001

Zoftec, LLC

Name: Zoftec, LLC — Zoftec LLC DBA Veras Retail Retirement, Form 5500 (2024)
Creator: Zoftec, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zoftec LLC DBA Veras Retail Retirement Plan

401(k) retirement plan · Zoftec, LLC's Zoftec LLC DBA Veras Retail Retirement Plan held $1.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Caitlin Tucker signed Zoftec, LLC's 2024 Form 5500 as plan administrator.

Caitlin Tucker — 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

Zoftec, LLC's EIN is 26-3372370.

EIN 26-3372370

Plan number 001

Plan year 2024

ACK ID 20250926081855NAL0021192242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zoftec, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score