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Original filing (PDF)20251024152439NAL0001836387001
ZIMA INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
DANDY 401(K) PLAN
401(k) retirement plan
Active participants
951
Accounts w/ balance
441
Plan assets (EOY)
$12.1M
Net assets (EOY)
$12.0M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMA INTERNATIONAL, INC..
Plan sponsor
Name
ZIMA INTERNATIONAL, INC.
DBA
DANDY
EIN
81-3828017
Address
11 PARK PLACE · 3RD FLOOR - STE 502 · NEW YORK, NY · 10007
Phone
(408) 813-3731
Industry
Offices of Dentists· Health Care & Social Assistancesee all
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
2025-10-24
Pension benefit codes
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Investments
29 direct securities· $11.9M(98% of reported assets)
Uncategorized
$11.9M
28 holdings
Mutual Funds
$39K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID TOTAL MKT IDX | — | — | — | $2.2M | 17.8% | |
| Fidelity FID 500 INDEX | — | — | — | $1.8M | 14.6% | |
| Fidelity FID FDM IDX 2060 IPR | — | — | — | $1.7M | 14.0% | |
| Fidelity FID FDM IDX 2050 IPR | — | — | — | $1.4M | 11.7% | |
| Fidelity FID FDM IDX 2055 IPR | — | — | — | $1.4M | 11.3% | |
| Fidelity FID LG CAP GR IDX | — | — | — | $706K | 5.8% | |
| Fidelity FID INTL INDEX | — | — | — | $541K | 4.5% | |
| Fidelity FID FDM IDX 2045 IPR | — | — | — | $488K | 4.0% | |
| Fidelity FID GOVT MMKT K6 | — | — | — | $316K | 2.6% | |
| Fidelity FID FDM IDX 2065 IPR | — | — | — | $313K | 2.6% | |
| Putnam PUTN LG CAP VAL R6 | — | — | — | $222K | 1.8% | |
| Fidelity FID FDM IDX 2035 IPR | — | — | — | $174K | 1.4% | |
| Fidelity FID SM CAP IDX | — | — | — | $159K | 1.3% | |
| Fidelity FID US BOND IDX | — | — | — | $152K | 1.2% | |
| Fidelity FID MID CAP IDX | — | — | — | $98K | 0.8% | |
| Fidelity FID FDM IDX 2040 IPR | — | — | — | $58K | 0.5% | |
| Principal PIF MID CAP VALUE I | — | — | — | $41K | 0.3% | |
| Fidelity FID FDM IDX 2030 IPR | — | — | — | $39K | 0.3% | |
| American Funds AF BOND FD AMER R6 | Mutual Funds | — | — | $39K | 0.3% | |
| Fidelity FID EMRG MKTS IDX | — | — | — | $34K | 0.3% | |
| American Century AM CENT SMCAP VAL R6 | — | — | — | $29K | 0.2% | |
| American Funds AF NEW WORLD R6 | — | — | — | $28K | 0.2% | |
| BlockRock BLKRK MD CP GR EQ K | — | — | — | $24K | 0.2% | |
| Fidelity FID FDM IDX 2025 IPR | — | — | — | $16K | 0.1% | |
| BlockRock BR INTERNATIONAL K 137 Cohen & Steers C&S INST REALTY SHS | — | — | — | $15K | 0.1% | |
| American Funds AM CENT SM CAP GR R6 | — | — | — | $9K | <0.1% | |
| Fidelity FID FDM IDX INC IPR | — | — | — | $4K | <0.1% | |
| American Funds AF INFL LINKED BD R6 | — | — | — | $2K | <0.1% | |
| PGIM HIGH YEIELD R6 | — | — | — | $1K | <0.1% |
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