Back to filter
Original filing (PDF)20251016090550NAL0003116339001
ZECO SYSTEMS, INC.
Form 5500
FILING_RECEIVED
ZECO SYSTEMS, INC. GROUP MEDICAL PLAN
Health & welfare plan
Signals · 3
100% in single holding~2911 bps in Sched C feesNo recordkeeper disclosed
Active participants
129
Accounts w/ balance
—
Plan assets (EOY)
$594K
Net assets (EOY)
$436K
How this plan invests
This plan
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "UMB Capital Finance Interest-bearing cash" is 100% of plan.
- 2911 bps in Schedule C fees — 1743% above peer band of 158 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZECO SYSTEMS, INC..
Plan sponsor
Name
ZECO SYSTEMS, INC.
EIN
80-0825581
Address
767 S. ALAMEDA STREET · SUITE 200 · LOS ANGELES, CA · 90021
Phone
(424) 389-2722
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-16
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
WINDES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsBroker
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC INSURANCE BROKERS | 26-1768616 | — | BROKER | $78K | — |
| THE BENECON GROUP | 23-1315351 | — | BROKER | $23K | — |
| EPIC INSURANCE BROKERS (CENTRAL PA) | 94-3195221 | — | BROKER | $13K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERITAIN | 16-1264154 | — | ADMIN | $51K | — |
| CONNECTCARE3 | 26-1768616 | — | PATIENT ADVOCATE | $8K | — |
Investments
1 direct security· $354K(60% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| UMB Capital Finance Interest-bearing cash | — | — | — | $354K | 59.6% |
Related plans
Similar-size Professional & Technical Services plans
IMPLANTICA INC
IMPLANTICA INC 401K PLAN
$594K · 6 participants
COMPLIANCE PARTNERS, LLC
COMPLIANCE PARTNERS 401K
$593K · 11 participants
AMPLE ACCORD CONSULTING LLC 401K
AMPLE ACCORD CONSULTING LLC 401K
$593K · 1 participants
TRIALWISE, INC.
TRIALWISE, INC. 401(K) PLAN
$594K · 13 participants
CONURE TELECOM SERVICES LLC
CONURE TELECOM SERVICES 401K PLAN
$593K · 48 participants
THE ACCELERATE GROUP, LLC
THE ACCELERATE GROUP, LLC RETIREMENT SAVINGS PLAN
$594K · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B