How big is ZUM SF, Inc.'s plan?

ZUM SF, Inc.'s plan reported $1.2M in assets and 1,738 participants for 2024.

Original filing (PDF)20250910231038NAL0045904754001

ZUM SF, Inc.

Name: ZUM SF, Inc. — ZUM 401(k) Retirement Plan, Form 5500 (2024)
Creator: ZUM SF, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZUM 401(k) Retirement Plan

401(k) retirement plan · ZUM SF, Inc.'s ZUM 401(k) Retirement Plan held $1.2M in plan assets for 1,738 participants in 2024.

Signals · 1

No auditor on file

Active participants

1,738

Accounts w/ balance

280

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Monica Naidu signed ZUM SF, Inc.'s 2024 Form 5500 as plan administrator.

Monica Naidu — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

ZUM SF, Inc.'s EIN is 86-2684429.

EIN 86-2684429

Plan number 001

Plan year 2024

ACK ID 20250910231038NAL0045904754001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ZUM SF, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ZUM SF, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score