Original filing (PDF)20260619114054NAL0005144048001

ZIA Trust, Inc.

Name: ZIA Trust, Inc. — ZIA Trust 401(k) Plan, Form 5500 (2025)
Creator: ZIA Trust, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZIA Trust 401(k) Plan

401(k) retirement plan · ZIA Trust, Inc.'s ZIA Trust 401(k) Plan held $427K in plan assets for 40 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

Plan health score

Top-tier plan health

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZIA TRUST, INC..

Plan sponsor

Name

ZIA TRUST, INC.

EIN

85-0479119all filings

Address

6301 INDIAN SCHOOL RD NE · SUITE 800 · ALBUQUERQUE, NM · 87110

Phone

(505) 881-3338

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-19

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

Nxstep GP LLC

Nxstep GP LLC 401(k) Profit Sharing Plan Trust

$421K · 9 participants

McEachern Endowment Fund, Inc.

McEachern Endowment Fund, Inc. Retirement Plan

$420K · 3 participants

Daniel H. Lahaie Financial Services, LLC

Daniel H. Lahaie Financial Services 401(k) Profit Sharing Plan

$439K · 4 participants

Herbert Minerals Management Company

Herbert Minerals Management Company 401(k) Plan

$442K · 3 participants

Fargo-Moorhead Area Foundation Corporation

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.