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Original filing (PDF)20251013145038NAL0003254642001
ZIMENO, INC DBA MONARCH TRACTOR
Form 5500
FILING_RECEIVED
MONARCH TRACTOR 401K PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
154
Accounts w/ balance
220
Plan assets (EOY)
$4.1M
Net assets (EOY)
$4.1M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMENO, INC DBA MONARCH TRACTOR.
Plan sponsor
Name
ZIMENO, INC DBA MONARCH TRACTOR
EIN
83-3527214
Address
203 LAWRENCE DR. SUITE A · LIVERMORE, CA · 94551
Phone
(408) 706-4147
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2D · Offset of another plan
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | RECORDKEEPER | $1K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
26 direct securities· $4.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2060 IPR Registered Investment Company | — | — | — | $544K | 13.3% | |
| FID FDM IDX 2055 IPR Registered Investment Company | — | — | — | $509K | 12.5% | |
| FID FDM IDX 2045 IPR Registered Investment Company | — | — | — | $478K | 11.7% | |
| FID 500 INDEX Registered Investment Company | — | — | — | $472K | 11.6% | |
| FID FDM IDX 2065 IPR Registered Investment Company | — | — | — | $331K | 8.1% | |
| JPM LG CAP GROWTH R6 Registered Investment Company | — | — | — | $291K | 7.1% | |
| FID FDM IDX 2050 IPR Registered Investment Company | — | — | — | $256K | 6.3% | |
| FID FDM IDX 2025 IPR Registered Investment Company | — | — | — | $190K | 4.7% | |
| FID FDM IDX 2035 IPR Registered Investment Company | — | — | — | $189K | 4.6% | |
| FID FDM IDX 2030 IPR Registered Investment Company | — | — | — | $112K | 2.7% | |
| FID FDM IDX 2040 IPR Registered Investment Company | — | — | — | $102K | 2.5% | |
| PUTN LG CAP VAL R6 Registered Investment Company | — | — | — | $93K | 2.3% | |
| FID FDM IDX 2020 IPR Registered Investment Company | — | — | — | $75K | 1.8% | |
| FID GLB EX US IDX Registered Investment Company | — | — | — | $63K | 1.5% | |
| FID MID CAP IDX Registered Investment Company | — | — | — | $56K | 1.4% | |
| UM BEHAVIORAL VAL R6 Registered Investment Company | — | — | — | $52K | 1.3% | |
| FID TOTAL BOND K6 Registered Investment Company | — | — | — | $52K | 1.3% | |
| FID INTL CAP APPR K6 Registered Investment Company | — | — | — | $48K | 1.2% | |
| FID GOVT MMKT K6 Interest-bearing cash | — | — | — | $34K | 0.8% | |
| AM CENT MD CP VAL R6 Registered Investment Company | — | — | — | $33K | 0.8% | |
| FID US BOND IDX Registered Investment Company | — | — | — | $31K | 0.8% | |
| maturing through September 2028 - | — | — | — | $29K | 0.7% | |
| FID SM CAP IDX Registered Investment Company | — | — | — | $24K | 0.6% | |
| CRLN E MID CAP GR R6 Registered Investment Company | — | — | — | $10K | 0.2% | |
| MM SM CAP GRTH EQ I Registered Investment Company | — | — | — | $2K | <0.1% | |
| FID FDM IDX INC IPR Registered Investment Company | — | — | — | $2K | <0.1% |
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