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Original filing (PDF)20260316173114NAL0001425121001
ZIVARO, INC.
Form 5500
FILING_RECEIVED
ZIVARO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 4.0 mo
Active participants
201
Accounts w/ balance
200
Plan assets (EOY)
$20.2M
Net assets (EOY)
$20.2M
How this plan invests
This plan
1 pooled trust
Schedule D
21 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
84
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 4.0 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIVARO, INC..
Plan sponsor
Name
ZIVARO, INC.
EIN
84-1482895
Address
4601 DTC BOULEVARD · SUITE 400 · DENVER, CO · 80237
Phone
(303) 921-4470
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-16
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $30K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | INVESTMENT MANAGER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $36K | — |
Investments
20 direct securities · 1 pooled fund· $19.9M(99% 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.
Registered Investment Companies
$19.1M
19 holdings
Uncategorized
$654K
1 holding
Common Collective Trust
$143K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $2.4M | 12.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.3M | 11.3% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.2M | 10.8% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $2.1M | 10.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.8M | 8.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.4M | 7.0% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $1.1M | 5.5% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $1.1M | 5.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.1M | 5.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $757K | 3.8% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | — | — | — | $654K | 3.2% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $594K | 2.9% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $444K | 2.2% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $438K | 2.2% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $379K | 1.9% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $339K | 1.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $306K | 1.5% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $234K | 1.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $143K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $143K | 0.7% | |
| NUVEEN LC INDEX 2065 R6 | Registered Investment Companies | — | — | $103K | 0.5% |
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