How big is Zumigo, Inc.'s plan?

Zumigo, Inc.'s plan reported $2.7M in assets and 29 participants for 2024.

Original filing (PDF)20250702140518NAL0007674275001

Zumigo, Inc.

Name: Zumigo, Inc. — Zumigo, Inc. 401(k) Plan & Trust, Form 5500 (2024)
Creator: Zumigo, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zumigo, Inc. 401(k) Plan & Trust

401(k) retirement plan · Zumigo, Inc.'s Zumigo, Inc. 401(k) Plan & Trust held $2.7M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Shephali Bakshi signed Zumigo, Inc.'s 2024 Form 5500 as plan administrator.

Shephali Bakshi — 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

Zumigo, Inc.'s EIN is 26-3453154.

EIN 26-3453154

Plan number 001

Plan year 2024

ACK ID 20250702140518NAL0007674275001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Knocking points off