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Original filing (PDF)20251015121636NAL0009165922001
ZENITH HOME CORP.
Form 5500
FILING_RECEIVED
MAYTEX AND ZENITH 401(K) PLAN
401(k) retirement plan
Signals · 1
60% in single holding
Active participants
321
Accounts w/ balance
328
Plan assets (EOY)
$18.6M
Net assets (EOY)
$18.6M
How this plan invests
This plan
8 pooled trusts
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
75
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: BLACKROCK EQUITY INDEX FUND (extraction pending)]" is 60% of plan.
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZENITH HOME CORP..
Plan sponsor
Name
ZENITH HOME CORP.
EIN
37-1796425
Address
400 LUKENS DRIVE · NEW CASTLE, DE · 19720
Phone
(800) 892-3986
Industry
Manufacturingsee 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
2025-10-15
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
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
ELLIN & TUCKER
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 | $31K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $34K | — |
Investments
13 direct securities · 8 pooled funds· $3.8M(20% 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.
Common Collective Trust
$3.2M
8 holdings
Uncategorized
$590K
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $1.9M | 10.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $588K | 3.2% | |
| AM CENT MID CAP VAL SEI TRUST COMPANY · EIN 26-3761443 / PN 009 | Common Collective Trust | — | — | $346K | 1.9% | |
| BR US DEBT INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $198K | $215K | 1.2% | |
| MORLEY INCOME FUND III | — | — | — | $158K | 0.8% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $111K | 0.6% | |
| MORLEY INCOME FUND I | — | — | — | $91K | 0.5% | |
| MORLEY STABLE INCOME BOND FUND | — | — | — | $82K | 0.4% | |
| MORLEY INCOME FUND IV | — | — | — | $52K | 0.3% | |
| SIA-B41 (MORLEY STABLE VALUE FUND S | — | — | — | $49K | 0.3% | |
| PRUDENTIAL CORE INTERMEDIATE BOND F | — | — | — | $44K | 0.2% | |
| PSA NO. 45-004 (SEPARATE ACCOUNT 45 | — | — | — | $42K | 0.2% | |
| GOVERNMENT SHORT TERM INVESTMENT FD | — | — | — | $21K | 0.1% | |
| ACTIVELY MANAGED FUND | — | — | — | $20K | 0.1% | |
| SIA-B45 (MORLEY INTERM STABLE VALUE | — | — | — | $17K | <0.1% | |
| BR EAFE EQUITY INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $15K | $17K | <0.1% | |
| MORLEY INCOME FUND II | — | — | — | $11K | <0.1% | |
| [DFE: INTERNATIONAL STOCK FUND (extraction pending)] | — | — | — | $2K | <0.1% | |
| GG INTL STK FUND I1 GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRUDENTIAL CORE CONSERVATIVE INT BD | — | — | — | $0 | <0.1% | |
| MID CAP GROWTH I1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
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