How big is ZOCA Management Services Inc. DBA Zocalo's plan?

ZOCA Management Services Inc. DBA Zocalo's plan reported $43K in assets and 119 participants for 2024.

Original filing (PDF)20251009170813NAL0006942497001

ZOCA Management Services Inc. DBA Zocalo

Name: ZOCA Management Services Inc. DBA Zocalo — Form 5500 Plan 001 (2024)
Creator: ZOCA Management Services Inc. DBA Zocalo
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Zocalo 401(k) Plan

401(k) retirement plan · ZOCA Management Services Inc. DBA Zocalo's Zocalo 401(k) Plan held $43K in plan assets for 119 participants in 2024.

Active participants

119

Accounts w/ balance

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

People on this filing

Richard Tatum signed ZOCA Management Services Inc. DBA Zocalo's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

ZOCA Management Services Inc. DBA Zocalo's EIN is 81-1605821.

EIN 81-1605821

Plan number 001

Plan year 2024

ACK ID 20251009170813NAL0006942497001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZOCA Management Services Inc. DBA Zocalo from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ZOCA Management Services Inc. DBA Zocalo's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZOCA MANAGEMENT SERVICES INC. DBA ZOCALO.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score