How big is Insurance Zebra, Inc.'s plan?

Insurance Zebra, Inc.'s plan reported $14.2M in assets and 243 participants for 2024.

Original filing (PDF)20251013173734NAL0002501856001

Insurance Zebra, Inc.

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

Form 5500

FILING_RECEIVED

The Zebra 401(k) Plan

401(k) retirement plan · Insurance Zebra, Inc.'s The Zebra 401(k) Plan held $14.2M in plan assets for 243 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

Late participant contributionsCorrective distributions issued

Active participants

243

Accounts w/ balance

389

Plan assets (EOY)

$14.2M

Net assets (EOY)

$14.2M

People on this filing

Haley Ackerman signed Insurance Zebra, Inc.'s 2024 Form 5500 as plan administrator.

Haley Ackerman — 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

Insurance Zebra, Inc.'s EIN is 45-4235904.

EIN 45-4235904

Plan number 001

Plan year 2024

ACK ID 20251013173734NAL0002501856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Delinquent participant contributions reported (Schedule H 4a) — 469K (19% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (8th percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

INSURANCE ZEBRA, INC.

EIN

all filings

Address

1801 EAST 6TH STREET, SUITE 200 · AUSTIN, TX · 78702

Phone

(972) 978-4266

Industry

Insurance Agencies & Brokerages· Finance & Insurance

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

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$46K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FROST BANK	74-6036463	—	ADVISOR	$24K	—
CAH ADVISORS LLC

Investments

29 direct securities· $14.2M(100% of reported assets)

Mutual Funds

$12.5M

24 holdings

Common Collective Trusts

$1.4M

3 holdings

Other securities

$151K

1 holding

Bonds / Notes

$85K

1 holding

					% of plan
Fidelity Freedom Index 2050 IPR Mutual fund	Mutual Funds	—	—	$3.4M	23.7%
Fidelity Freedom Index 2055 IPR Mutual fund	Mutual Funds	—	—	$2.9M	20.7%
Fidelity Freedom Index 2045 IPR Mutual fund	Mutual Funds	—	—	$1.6M	11.1%
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$1.3M	9.4%
Fidelity Freedom Index 2060 IPR Mutual fund	Mutual Funds	—	—	$1.3M	9.1%
Fidelity Freedom Index 2040 IPR Mutual fund	Mutual Funds	—	—	$1.1M	7.5%
Fidelity Freedom Index 2035 IPR Mutual fund	Mutual Funds	—	—	$945K	6.7%
Fidelity International Index Mutual fund	Mutual Funds	—	—	$238K	1.7%
MFS Value Fund Class R6 Mutual fund	Mutual Funds	—	—	$173K	1.2%
TCW MetWest Total Return Bond Fund I Mutual fund	Other securities	—	—	$151K	1.1%
Fidelity Freedom Index 2065 IPR Mutual fund	Mutual Funds	—	—	$125K	0.9%
Franklin DynaTech Fund Class R6 Mutual fund	Mutual Funds	—	—	$125K	0.9%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$122K	0.9%
Fidelity Emerging Markets Mutual fund	Mutual Funds	—	—	$120K	0.8%
Fidelity Freedom Index 2030 IPR Mutual fund	Mutual Funds	—	—	$118K	0.8%
Fidelity Government Money Market Fund Class K6 Mutual fund	Mutual Funds	—	—	$99K	0.7%
With varying maturity dates through 2033 and interest rates ranging between * Notes receivable from participants 6.25% -9.5%	Bonds / Notes	—	—	$85K	0.6%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$83K	0.6%
Franklin Small Cap Growth Fund Class R6 Mutual fund	Mutual Funds	—	—	$71K	0.5%
Fidelity Mid Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$44K	0.3%
Fidelity Freedom Index 2025 IPR Mutual fund	Mutual Funds	—	—	$31K	0.2%
MFS Mip Cap Growth Fund Class R6 Mutual fund	Mutual Funds	—	—	$29K	0.2%
Fidelity Small Cap Value Index Fund Mutual fund	Common Collective Trusts	—	—	$18K	0.1%
Lord Abbett Short Duration Income R6 Mutual fund	Mutual Funds	—	—	$18K	0.1%
American Funds EuroPacific Growth Fund Class R6 Mutual fund	Mutual Funds	—	—	$13K	<0.1%
American Funds American Balanced Fund Class R6 Mutual fund	Mutual Funds	—	—	$13K	<0.1%
Fidelity Freedom Index 2020 IPR Mutual fund	Mutual Funds	—	—	$4K	<0.1%
Fidelity Freedom Index INC IPR Mutual fund	Mutual Funds	—	—	$4K	<0.1%
DFA Inflation-Protected Securities Portfolio Mutual fund	Mutual Funds	—	—	$4K	<0.1%