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Original filing (PDF)20251013173734NAL0002501856001
INSURANCE ZEBRA, INC.
Form 5500
FILING_RECEIVED
THE ZEBRA 401(K) PLAN
401(k) retirement plan
Active participants
243
Accounts w/ balance
389
Plan assets (EOY)
$14.2M
Net assets (EOY)
$14.2M
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 (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 74 bps in Schedule C fees — 155% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INSURANCE ZEBRA, INC..
Plan sponsor
Name
INSURANCE ZEBRA, INC.
EIN
45-4235904
Address
1801 EAST 6TH STREET, SUITE 200 · AUSTIN, TX · 78702
Phone
(972) 978-4266
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee 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
2025-10-13
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)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $46K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST BANK | 74-6036463 | — | ADVISOR | $24K | — |
| CAH ADVISORS LLC | 87-1654179 | — | ADVISOR | $11K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARMANINO LLP | 94-6214841 | — | ACCOUNTANT\AUDITOR | $23K | — |
Investments
29 direct securities· $14.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2050 IPR Mutual fund | — | — | — | $3.4M | 23.7% | |
| Fidelity Freedom Index 2055 IPR Mutual fund | — | — | — | $2.9M | 20.7% | |
| Fidelity Freedom Index 2045 IPR Mutual fund | — | — | — | $1.6M | 11.1% | |
| Fidelity 500 Index Mutual fund | — | — | — | $1.3M | 9.4% | |
| Fidelity Freedom Index 2060 IPR Mutual fund | — | — | — | $1.3M | 9.1% | |
| Fidelity Freedom Index 2040 IPR Mutual fund | — | — | — | $1.1M | 7.5% | |
| Fidelity Freedom Index 2035 IPR Mutual fund | — | — | — | $945K | 6.7% | |
| Fidelity International Index Mutual fund | — | — | — | $238K | 1.7% | |
| MFS Value Fund Class R6 Mutual fund | — | — | — | $173K | 1.2% | |
| TCW MetWest Total Return Bond Fund I Mutual fund | — | — | — | $151K | 1.1% | |
| Fidelity Freedom Index 2065 IPR Mutual fund | — | — | — | $125K | 0.9% | |
| Franklin DynaTech Fund Class R6 Mutual fund | — | — | — | $125K | 0.9% | |
| Fidelity Mid Cap Index Mutual fund | — | — | — | $122K | 0.9% | |
| Fidelity Emerging Markets Mutual fund | — | — | — | $120K | 0.8% | |
| Fidelity Freedom Index 2030 IPR Mutual fund | — | — | — | $118K | 0.8% | |
| Fidelity Government Money Market Fund Class K6 Mutual fund | — | — | — | $99K | 0.7% | |
| With varying maturity dates through 2033 and interest rates ranging between * Notes receivable from participants 6.25% -9.5% | — | — | — | $85K | 0.6% | |
| Fidelity Small Cap Index Mutual fund | — | — | — | $83K | 0.6% | |
| Franklin Small Cap Growth Fund Class R6 Mutual fund | — | — | — | $71K | 0.5% | |
| Fidelity Mid Cap Value Index Fund Mutual fund | — | — | — | $44K | 0.3% | |
| Fidelity Freedom Index 2025 IPR Mutual fund | — | — | — | $31K | 0.2% | |
| MFS Mip Cap Growth Fund Class R6 Mutual fund | — | — | — | $29K | 0.2% | |
| Fidelity Small Cap Value Index Fund Mutual fund | — | — | — | $18K | 0.1% | |
| Lord Abbett Short Duration Income R6 Mutual fund | — | — | — | $18K | 0.1% | |
| American Funds EuroPacific Growth Fund Class R6 Mutual fund | — | — | — | $13K | <0.1% | |
| American Funds American Balanced Fund Class R6 Mutual fund | — | — | — | $13K | <0.1% | |
| Fidelity Freedom Index 2020 IPR Mutual fund | — | — | — | $4K | <0.1% | |
| Fidelity Freedom Index INC IPR Mutual fund | — | — | — | $4K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Mutual fund | — | — | — | $4K | <0.1% |