How big is ZOE Empowers' plan?

ZOE Empowers' plan reported $824K in assets and 10 participants for 2024.

Original filing (PDF)20250429120330NAL0000742096001

ZOE Empowers

Name: ZOE Empowers — ZOE 403(b) Retirement Plan, Form 5500 (2024)
Creator: ZOE Empowers
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZOE 403(b) Retirement Plan

403(b) retirement plan · ZOE Empowers' ZOE 403(b) Retirement Plan held $824K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$824K

Net assets (EOY)

$824K

People on this filing

BETH HULL signed ZOE Empowers' 2024 Form 5500 as plan administrator.

BETH HULL — 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

ZOE Empowers' EIN is 45-4671349.

EIN 45-4671349

Plan number 001

Plan year 2024

ACK ID 20250429120330NAL0000742096001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZOE Empowers' plan includes 403(b) custodial accounts, 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 ZOE EMPOWERS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Plan sponsor

Name

ZOE EMPOWERS

EIN

all filings

Address

228 W EDENTON ST · RALEIGH, NC · 27603

Phone

(919) 946-8917

Industry

Other Services (ex. Public Admin)

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

2025-04-29

Pension benefit codes

2M · 403(b)(7) custodial accounts

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

2G · Total participant-directed accounts

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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