How big is ZOO Advisors, LLC's plan?

ZOO Advisors, LLC's plan reported $200K in assets and 8 participants for 2024.

Original filing (PDF)20250717162819NAL0001090034001

ZOO Advisors, LLC

Name: ZOO Advisors, LLC — Canopy Strategic Partners 401(k), Form 5500 (2024)
Creator: ZOO Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canopy Strategic Partners 401(k) Plan

401(k) retirement plan · ZOO Advisors, LLC's Canopy Strategic Partners 401(k) Plan held $200K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$200K

Net assets (EOY)

$200K

People on this filing

Marcus Bowie signed ZOO Advisors, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

ZOO Advisors, LLC's EIN is 45-4793822.

EIN 45-4793822

Plan number 001

Plan year 2024

ACK ID 20250717162819NAL0001090034001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZOO Advisors, LLC'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 ZOO ADVISORS, LLC.

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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