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Original filing (PDF)20250815063038NAL0009926083001
ZENTECH MANUFACTURING, INC.
Form 5500
FILING_RECEIVED
ZENTECH MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
302
Accounts w/ balance
210
Plan assets (EOY)
$7.1M
Net assets (EOY)
$7.1M
How this plan invests
This plan
1 pooled trust
Schedule D
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Vendor stack
100
Participation health
80
Knocking points off
- 70% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Below-peer total fees (13 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZENTECH MANUFACTURING, INC..
Plan sponsor
Name
ZENTECH MANUFACTURING, INC.
EIN
45-4867129
Address
6980 TUDSBURY ROAD · BALTIMORE, MD · 21244
Phone
(443) 348-4526
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
2025-08-15
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
FITZPATRICK LEARY SZARKO LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE FINANCIAL CONSULTANTS | — | HUNT VALLEY, MD | ADVISOR | $0 | — |
Investments
33 direct securities · 1 pooled fund· $7.0M(98% 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.
Registered Investment Companies
$6.8M
33 holdings
Common Collective Trust
$179K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ALGER CAPITAL APPR INSTIT - I | Registered Investment Companies | — | — | $827K | 11.7% | |
| AB EQUITY INCOME A | Registered Investment Companies | — | — | $684K | 9.7% | |
| FIDADFR2035 | Registered Investment Companies | — | — | $631K | 8.9% | |
| FIDADFR2025 | Registered Investment Companies | — | — | $571K | 8.1% | |
| FIDELITY ADV FREEDOM 2030 - M | Registered Investment Companies | — | — | $399K | 5.6% | |
| GSACHS TECHNOLOGY OPPS A | Registered Investment Companies | — | — | $392K | 5.5% | |
| FIDELITY ADV FREEDOM 2040 - M | Registered Investment Companies | — | — | $308K | 4.4% | |
| EAV ATL CAPITAL SMID CP A | Registered Investment Companies | — | — | $285K | 4.0% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $263K | 3.7% | |
| FIDELITY ADVISOR LEV CO STK -A | Registered Investment Companies | — | — | $239K | 3.4% | |
| THE HARTFORD HEALTHCARE R4 | Registered Investment Companies | — | — | $204K | 2.9% | |
| BWGL GLB OP BD A | Registered Investment Companies | — | — | $187K | 2.6% | |
| VIRTUS SGA EMERGING MKTS EQ A | Registered Investment Companies | — | — | $182K | 2.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $179K | 2.5% | |
| FRANKLIN MUT GLB DISC - R | Registered Investment Companies | — | — | $170K | 2.4% | |
| PIMCO INV GRADE CRED BOND - A | Registered Investment Companies | — | — | $169K | 2.4% | |
| FIDELITY ADV FREEDOM 2050 FD-M | Registered Investment Companies | — | — | $162K | 2.3% | |
| FIDELITY ADV FREEDOM 2045 FD M | Registered Investment Companies | — | — | $158K | 2.2% | |
| FRANKLIN UTILITIES FUND A1 | Registered Investment Companies | — | — | $151K | 2.1% | |
| LORD ABBETT ALPHA STRATEGY - A | Registered Investment Companies | — | — | $128K | 1.8% | |
| FIDELITY ADV FREEDOM 2055 FD-M | Registered Investment Companies | — | — | $115K | 1.6% | |
| INVESCO GOLD & SPEC MIN -A | Registered Investment Companies | — | — | $72K | 1.0% | |
| FIDELITY ADV FREEDOM 2020 - M | Registered Investment Companies | — | — | $66K | 0.9% | |
| FIDELITY ADV FREEDOM INC. - M | Registered Investment Companies | — | — | $63K | 0.9% | |
| INVESCO ENERGY - A | Registered Investment Companies | — | — | $60K | 0.8% | |
| FIDADFR2015 | Registered Investment Companies | — | — | $59K | 0.8% | |
| VICTORY INTEGRITY SM CAP VAL A | Registered Investment Companies | — | — | $48K | 0.7% | |
| MACQUARIE HIGH INCOME A | Registered Investment Companies | — | — | $46K | 0.6% | |
| PGIM SHORT-TERM CORP BOND - A | Registered Investment Companies | — | — | $35K | 0.5% | |
| BLACKROCK GLOBAL ALLOCATION A | Registered Investment Companies | — | — | $34K | 0.5% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $28K | 0.4% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $23K | 0.3% | |
| FIDELITY ADVISOR REAL ESTATE A | Registered Investment Companies | — | — | $22K | 0.3% | |
| INVESCO EQV EUROPEAN EQUITY A | Registered Investment Companies | — | — | $8K | 0.1% |