Original filing (PDF)20251010132319NAL0004649635001

ZENLEADS INC.

Name: ZENLEADS INC. — ZENLEADS 401(K) PLAN, Form 5500 (2024)
Creator: ZENLEADS INC.

Form 5500

FILING_RECEIVED

ZENLEADS 401(K) PLAN

401(k) retirement plan

Signals · 1

27% in single holding

Active participants

232

Accounts w/ balance

266

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

How this plan invests

This plan

26 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 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

Total plan cost

100

Vendor stack

100

Participation health

100

Knocking points off

Top holding "BlackRock LifePath Index 2055 Fund K Mutual Fund" is 27% of plan.

Helping the score

Below-peer total fees (6 bps vs 52 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZENLEADS INC..

Plan sponsor

Name

ZENLEADS INC.

DBA

APOLLO.IO

EIN

47-3785193

Address

440 N BARRANCA AVE · 4750 · COVINA, CA · 91723

Phone

(626) 531-0555

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

SENSIBA LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$6K	—

Investments

26 direct securities· $9.3M(98% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
BlackRock LifePath Index 2055 Fund K Mutual Fund	—	—	—	$2.6M	26.8%
BlackRock LifePath Index 2060 Fund K Mutual Fund	—	—	—	$2.0M	20.8%
BlackRock LifePath Index 2050 Fund K Mutual Fund	—	—	—	$1.5M	15.5%
Fidelity 500 Index Fund Mutual Fund	—	—	—	$1.4M	14.5%
Fidelity Total Market Index Fund Mutual Fund	—	—	—	$286K	3.0%
Fidelity Large Cap Growth Index Fund Mutual Fund	—	—	—	$235K	2.5%
BlackRock LifePath Index 2035 Fund K Mutual Fund	—	—	—	$216K	2.3%
BlackRock LifePath Index 2045 Fund K Mutual Fund	—	—	—	$213K	2.2%
BlackRock LifePath Index 2065 Fund K Mutual Fund	—	—	—	$130K	1.4%
Various investments, including unitized investment fund, * Fidelity Brokerage Link common stock and cash	—	—	—	$125K	1.3%
BlackRock LifePath Index 2040 Fund K Mutual Fund	—	—	—	$108K	1.1%
PIMCO RAE US Small Fund Institutional Mutual Fund	—	—	—	$103K	1.1%
Fidelity International Index Fund Mutual Fund	—	—	—	$96K	1.0%
Putnam Large Cap Value Fund R6 Mutual Fund	—	—	—	$94K	1.0%
Fidelity Mid Cap Index Fund Mutual Fund	—	—	—	$75K	0.8%
MFS International Equity Fund R6 Mutual Fund	—	—	—	$61K	0.6%
Principal MidCap Value Fund I R-6 Mutual Fund	—	—	—	$32K	0.3%
American Funds New World Fund R6 Mutual Fund	—	—	—	$27K	0.3%
Principal MidCap Fund R-6 Mutual Fund	—	—	—	$24K	0.3%
Fidelity US Bond Index Fund Mutual Fund	—	—	—	$22K	0.2%
American Century High Income Fund R6 Mutual Fund	—	—	—	$21K	0.2%
American Funds Bond Fund of America R6 Mutual Fund	—	—	—	$15K	0.2%
Voya Small Cap Growth Fund R6 Mutual Fund	—	—	—	$14K	0.1%
BlackRock LifePath Index 2030 Fund K Mutual Fund	—	—	—	$12K	0.1%
Fidelity Small Cap Index Fund Mutual Fund	—	—	—	$9K	<0.1%
Cohen & Steers Institutional Realty Shares Mutual Fund	—	—	—	$7K	<0.1%