How big is Userzoom Technologies, Inc.'s plan?

Userzoom Technologies, Inc.'s plan reported $71.5M in assets and 385 participants for 2024.

Original filing (PDF)20251013185547NAL0002592064001

Userzoom Technologies, Inc.

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

Form 5500

FILING_RECEIVED

Usertesting 401(k) Plan

401(k) retirement plan · Userzoom Technologies, Inc.'s Usertesting 401(k) Plan held $71.5M in plan assets for 385 participants in 2024, with Fidelity as recordkeeper.

Signals · 4

1 failed disclosureLate participant contributionsCorrective distributions issuedSelf-directed brokerage offered

Active participants

385

Accounts w/ balance

879

Plan assets (EOY)

$71.5M

Net assets (EOY)

$71.5M

People on this filing

HAL O'DONnell signed Userzoom Technologies, Inc.'s 2024 Form 5500 as plan administrator.

HAL O'DONnell — 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

Userzoom Technologies, Inc.'s EIN is 81-1789048.

EIN 81-1789048

Plan number 004

Plan year 2024

ACK ID 20251013185547NAL0002592064001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Userzoom Technologies, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

48 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.
Delinquent participant contributions reported (Schedule H 4a) — 6K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

USERZOOM TECHNOLOGIES, INC.

EIN

all filings

Address

1484 POLLARD RD. #271 · LOS GATOS, CA · 95032

Phone

(866) 599-1550

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2A · Age/service weighted or new comparability

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$30K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$9K	—

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

48 direct securities · 1 pooled fund· $71.6M(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.

Mutual Funds

$57.0M

28 holdings

Common Collective Trusts

$11.2M

11 holdings

Other securities

$2.4M

8 holdings

Self-Directed Brokerage

$878K

1 holding

Common Collective Trust

$112K

1 holding

					% of plan
Vanguard Target Retirement 2050 Fund Mutual Fund	Mutual Funds	—	—	$12.1M	16.9%
Vanguard Target Retirement 2055 Fund Mutual Fund	Mutual Funds	—	—	$11.0M	15.4%
Vanguard Target Retirement 2040 Fund Mutual Fund	Mutual Funds	—	—	$7.9M	11.0%
Fidelity 500 Index Fund Mutual Fund	Common Collective Trusts	—	—	$7.8M	10.9%
Vanguard Target Retirement 2045 Fund Mutual Fund	Mutual Funds	—	—	$7.0M	9.7%
Vanguard Target Retirement 2060 Fund Mutual Fund	Mutual Funds	—	—	$4.4M	6.1%
Vanguard Target Retirement 2035 Fund Mutual Fund	Mutual Funds	—	—	$3.7M	5.2%
Vanguard Target Retirement 2030 Fund Mutual Fund	Mutual Funds	—	—	$2.0M	2.8%
Vanguard Growth Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$1.5M	2.1%
JPMorgan Large Cap Growth Fund Class R6 Mutual Fund	Other securities	—	—	$1.1M	1.5%
Fidelity Mid Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$1.0M	1.4%
Vanguard Target Retirement 2025 Fund Mutual Fund	Mutual Funds	—	—	$913K	1.3%
BrokerageLink Self-directed Brokerage Accounts Self-directed Brokerage Accounts	Self-Directed Brokerage	—	—	$878K	1.2%
Notes Receivable from Participants maturing through September 2054 -	Other securities	—	—	$851K	1.2%
Vanguard Developed Markets Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$785K	1.1%
American Funds American Mutual R6 Mutual Fund	Mutual Funds	—	—	$654K	0.9%
Fidelity Government Money Market Fund Class K6 Mutual Fund	Mutual Funds	—	—	$637K	0.9%
Vanguard Information Technology Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$589K	0.8%
Vanguard Emerging Markets Stock Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$576K	0.8%
Vanguard Federal Money Market Fund Mutual Fund	Mutual Funds	—	—	$570K	0.8%
Fidelity Total Market Index Fund Mutual Fund	Common Collective Trusts	—	—	$554K	0.8%
MFS Technology Fund Class R6 Mutual Fund	Mutual Funds	—	—	$509K	0.7%
Vanguard Target Retirement 2065 Fund Mutual Fund	Mutual Funds	—	—	$503K	0.7%
Janus Henderson Enterprise N Mutual Fund	Mutual Funds	—	—	$415K	0.6%
American Funds EuroPacific Growth Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$362K	0.5%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$311K	0.4%
DFA International Value Portfolio Institutional Cl Mutual Fund	Mutual Funds	—	—	$310K	0.4%
Fidelity US Bond Index Fund Mutual Fund	Common Collective Trusts	—	—	$287K	0.4%
Fidelity Small Cap Growth Index Fund Mutual Fund	Common Collective Trusts	—	—	$267K	0.4%
American Funds New Perspective Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$241K	0.3%
Vanguard Real Estate Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$234K	0.3%
BlackRock Mid-Cap Growth Equity K Mutual Fund	Other securities	—	—	$212K	0.3%
Vanguard Small Cap Value Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$212K	0.3%
Vanguard Target Retirement Income Fund Mutual Fund	Mutual Funds	—	—	$197K	0.3%
Victory Sycamore Established Value Fund Class R6 Mutual Fund	Other securities	—	—	$171K	0.2%
Managed Income Portfolio Class II Collective Trust	Common Collective Trusts	—	—	$120K	0.2%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$112K	0.2%
DFA Inflation-Protected Securities Port Mutual Fund	Mutual Funds	—	—	$108K	0.2%
DFA U.S. Targeted Value Portfolio Institutional Cl Mutual Fund	Mutual Funds	—	—	$106K	0.1%
American Funds American Balanced Fund Class R-6 Mutual Fund	Mutual Funds	—	—	$91K	0.1%
Calvert US Large Cap Core Responsible Index Fund Class I Mutual Fund	Common Collective Trusts	—	—	$86K	0.1%
Vanguard Target Retirement 2020 Fund Mutual Fund	Mutual Funds	—	—	$65K	<0.1%
PIMCO Income Fund Institutional Class Mutual Fund	Mutual Funds	—	—	$64K	<0.1%
Vanguard Energy Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$61K	<0.1%
AB Global Bond Fund Class Z Mutual Fund	Other securities	—	—	$54K	<0.1%
Vanguard Health Care Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$53K	<0.1%
BlackRock High Yield Bond Portfolio Class K Mutual Fund	Other securities	—	—	$47K	<0.1%
JPMorgan Strategic Income Opportunities Fund Class R6 Mutual Fund	Other securities	—	—	$36K	<0.1%
included: Corrected VFCP Correction in VFCP 2002-51 $	Other securities	—	—	$6K	<0.1%