How big is ZEN State of Mind's plan?

ZEN State of Mind's plan reported $60K in assets and 17 participants for 2024.

Original filing (PDF)20250718155404NAL0002964304001

ZEN State of Mind

Name: ZEN State of Mind — ZEN State of Mind 401(k) Plan, Form 5500 (2024)
Creator: ZEN State of Mind
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZEN State of Mind 401(k) Plan

401(k) retirement plan · ZEN State of Mind's ZEN State of Mind 401(k) Plan held $60K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

People on this filing

Marcus Bowie signed ZEN State of Mind'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

ZEN State of Mind's EIN is 47-2680118.

EIN 47-2680118

Plan number 001

Plan year 2024

ACK ID 20250718155404NAL0002964304001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZEN State of Mind's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZEN STATE OF MIND.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

ZEN STATE OF MIND

EIN

all filings

Address

6712 WEST DOVER TERRACE · FORT WORTH, TX · 76132

Phone

(817) 980-2767

Industry

Other Services (ex. Public Admin)

Plan administrator