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Original filing (PDF)20250715131212NAL0002196577001
ZINUS, INC.
Form 5500
FILING_RECEIVED
ZINUS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
128
Accounts w/ balance
170
Plan assets (EOY)
$7.2M
Net assets (EOY)
$7.2M
How this plan invests
This plan
10 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZINUS, INC..
Plan sponsor
Name
ZINUS, INC.
EIN
77-0136143
Address
5731 PROMONTORY PARKWAY · TRACY, CA · 95377
Phone
(925) 417-2100
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VISKOCHIL ASSURANCE SERVICES, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $28K | — |
Investments
16 direct securities · 10 pooled funds· $7.2M(100% 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.
Uncategorized
$3.6M
16 holdings
Common Collective Trust
$3.6M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Empower Self Directed Brokerage Account Self-directed brokerage account | — | — | — | $1.5M | 20.3% | |
| Fidelity 500 Index Fund Mutual Funds | — | — | — | $1.0M | 14.2% | |
| GREAT GRAY TRUST AMERICAN FDS 2050I GREAT GRAY · EIN 38-4156266 / PN 570 | Common Collective Trust | — | — | $868K | 12.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2045I GREAT GRAY · EIN 38-4126265 / PN 569 | Common Collective Trust | — | — | $740K | 10.3% | |
| GREAT GRAY TRUST AMERICAN FDS 2055I GREAT GRAY · EIN 38-4156267 / PN 571 | Common Collective Trust | — | — | $664K | 9.3% | |
| GREAT GRAY TRUST AMERICAN FDS 2035I GREAT GRAY · EIN 38-4126263 / PN 567 | Common Collective Trust | — | — | $502K | 7.0% | |
| GREAT GRAY TRUST AMERICAN FDS 2030I GREAT GRAY · EIN 38-4126262 / PN 000 | Common Collective Trust | — | — | $268K | 3.7% | |
| maturing through August 2032 -0- | — | — | — | $228K | 3.2% | |
| Fidelity International Index Fund Mutual Funds | — | — | — | $214K | 3.0% | |
| EAT GRAY TRUST AMERICAN FDS 2040I GREAT GRAY · EIN 38-4126264 / PN 568 | Common Collective Trust | — | — | $202K | 2.8% | |
| EAT GRAY TRUST AMERICAN FDS 2060I GREAT GRAY · EIN 38-4126268 / PN 572 | Common Collective Trust | — | — | $191K | 2.7% | |
| Fidelity Small Cap Index Fund Mutual Funds | — | — | — | $148K | 2.1% | |
| Empower Self Directed Brokerage Account Roth Self-directed brokerage account | — | — | — | $142K | 2.0% | |
| Fidelity Mid Cap Index Fund Mutual Funds | — | — | — | $89K | 1.2% | |
| Putnam Small Cap Growth Fund Mutual Funds | — | — | — | $77K | 1.1% | |
| GREAT GRAY TRUST AMERICAN FDS 2025I GREAT GRAY · EIN 38-4126261 / PN 565 | Common Collective Trust | — | — | $76K | 1.1% | |
| MFS Mid Cap Growth Fund Mutual Funds | — | — | — | $62K | 0.9% | |
| American Funds Europacific Growth Fund Mutual Funds | — | — | — | $43K | 0.6% | |
| MFS Growth Fund Mutual Funds | — | — | — | $41K | 0.6% | |
| PUTNAM LARGE CAP VALUE TRUST IA PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $32K | 0.5% | |
| American Century Mid Cap Value Fund Mutual Funds | — | — | — | $32K | 0.5% | |
| STATE ST US BOND INDX SL CI XIV STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $22K | 0.3% | |
| PIMCO RAE US Small Institutional Fund Mutual Funds | — | — | — | $17K | 0.2% | |
| El Fixed Account - Series Class I Guaranteed investment contract | — | — | — | $12K | 0.2% | |
| PGIM Total Return Bond Fund Mutual Funds | — | — | — | $5K | <0.1% | |
| PIMCO International Bond Fund Mutual Funds | — | — | — | $4K | <0.1% |
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