How big is Zello Inc.'s plan?

Zello Inc.'s plan reported $5.3M in assets and 80 participants for 2024.

Original filing (PDF)20251015093018NAL0008848658001

Zello Inc.

Name: Zello Inc. — Zello 401(k) Plan, Form 5500 (2024)
Creator: Zello Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zello 401(k) Plan

401(k) retirement plan · Zello Inc.'s Zello 401(k) Plan held $5.3M in plan assets for 80 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Laxmi Sheehan signed Zello Inc.'s 2024 Form 5500 as plan administrator.

Laxmi Sheehan — 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

Zello Inc.'s EIN is 80-0771636.

EIN 80-0771636

Plan number 001

Plan year 2024

ACK ID 20251015093018NAL0008848658001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Zello Inc.'s plan includes profit-sharing, 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 ZELLO INC.

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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.

Plan sponsor

Name

ZELLO INC

EIN

all filings

Address

1717 W 6TH STREET · AUSTIN, TX · 78703

Phone

(512) 917-6466

Industry

Software Publishers· Information / Tech / Media

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

2025-10-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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