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Original filing (PDF)20251215170107NAL0001736481001
ZENNIFY, INC.
Form 5500
FILING_RECEIVED
ZENNIFY 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.0 mo
Active participants
63
Accounts w/ balance
106
Plan assets (EOY)
$7.5M
Net assets (EOY)
$7.5M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
96
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.0 months past the 10.5-month grace window.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZENNIFY, INC..
Plan sponsor
Name
ZENNIFY, INC.
EIN
86-2120058
Address
2775 WEST NAVIGATOR DRIVE · SUITE 100 · MERIDIAN, ID · 83642
Phone
(208) 203-3462
Industry
Professional & Technical Servicessee 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
2025-12-15
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ARMANINO, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT RETIREMENT CONSULTING | 33-0785439 | — | NONE | $25K | — |
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $19K | — |
Investments
26 direct securities · 1 pooled fund· $7.5M(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.
Uncategorized
$7.4M
26 holdings
Common Collective Trust
$105K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Mutual fund | — | — | — | $1.2M | 16.6% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $1.2M | 15.7% | |
| Fidelity Freedom Index 2055 Mutual fund | — | — | — | $862K | 11.5% | |
| Putnam Large Cap Growth Fd R6 Mutual fund | — | — | — | $631K | 8.4% | |
| Fidelity Inter Index Fund Mutual fund | — | — | — | $532K | 7.1% | |
| Fidelity Freedom Index 2050 Mutual fund | — | — | — | $442K | 5.9% | |
| Standard Ins Co Stable Asset Fund D Fixed annuity | — | — | — | $419K | 5.6% | |
| Fidelity Mid Cap Index Fd Mutual fund | — | — | — | $342K | 4.6% | |
| Mfs Value R6 Mutual fund | — | — | — | $312K | 4.2% | |
| Fidelity Small Cap Index Fd Instl Premium Cl Mutual fund | — | — | — | $311K | 4.1% | |
| Pioneer Bond K Mutual fund | — | — | — | $217K | 2.9% | |
| Fidelity Freedom Index 2030 Mutual fund | — | — | — | $149K | 2.0% | |
| Fidelity Freedom Index 2060 Mutual fund | — | — | — | $112K | 1.5% | |
| INTERNATIONAL GROWTH FUND GREAT GREY COLLECTIVE INVESTMENT TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $105K | 1.4% | |
| American Century Small Cap Value R6 Mutual fund | — | — | — | $87K | 1.2% | |
| Fidelity U.S. Bond Index Mutual fund | — | — | — | $81K | 1.1% | |
| With varying maturity dates through January 2029 and interest rates ranging * Notes receivable from participants from 7.50% to 8.50% | — | — | — | $71K | 0.9% | |
| Fidelity Emerg Mkts Index Fd Inst Pre Mutual fund | — | — | — | $70K | 0.9% | |
| Fidelity Freedom Index 2035 Mutual fund | — | — | — | $66K | 0.9% | |
| T Rowe Price Diversified Mid Cap Growth Fund Mutual fund | — | — | — | $65K | 0.9% | |
| Fidelity Freedom Index Inc Mutual fund | — | — | — | $38K | 0.5% | |
| Dfa Inflation Prot Secs Mutual fund | — | — | — | $36K | 0.5% | |
| Fidelity Freedom Index 2065 Mutual fund | — | — | — | $31K | 0.4% | |
| Fidelity Freedom Index 2040 Mutual fund | — | — | — | $29K | 0.4% | |
| Wells Fargo Advantage Spec Md Cp Val R6 Mutual fund | — | — | — | $27K | 0.4% | |
| Vanguard Cash Reserves Federal MM Fund Mutual fund | — | — | — | $9K | 0.1% | |
| Dfa Real Estate Secs Port Mutual fund | — | — | — | $5K | <0.1% |
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