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Original filing (PDF)20251015212923NAL0011601922001
ZYNEX, INC.
Form 5500
FILING_RECEIVED
ZYNEX, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
882
Accounts w/ balance
1,237
Plan assets (EOY)
$19.8M
Net assets (EOY)
$19.8M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZYNEX, INC..
Plan sponsor
Name
ZYNEX, INC.
EIN
90-0275169
Address
9655 MAROON CIRCLE · ENGLEWOOD, CO · 80112
Phone
(720) 853-4103
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
COMPASS 360, LLC
EIN
81-1939215
City
STRATHAM, NH
Phone
(603) 778-9920
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
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
TEMPLETON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS | — | STRATHAM, NH | THIRD PARTY ADMINISTRATO | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALPHA CAPITAL MANAGEMENT GROUP LLC | 47-4360318 | — | SERVICE PROVIDER | $0 | — |
Investments
37 direct securities · 1 pooled fund· $19.7M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$19.7M
37 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund | — | — | — | $4.5M | 22.8% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $2.2M | 11.0% | |
| Fidelity 500 Index Fund | — | — | — | $1.9M | 9.6% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $1.5M | 7.8% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.4M | 7.3% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $1.2M | 6.1% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $1.2M | 6.1% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $1.2M | 6.0% | |
| JP Morgan Large Cap Growth Fund | — | — | — | $937K | 4.7% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $495K | 2.5% | |
| Trowe Price US Equity Research Fund | — | — | — | $348K | 1.8% | |
| Vanguard Mid Cap index Fund | — | — | — | $303K | 1.5% | |
| JP Morgan Large Cap Value Fund | — | — | — | $300K | 1.5% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $294K | 1.5% | |
| Invesco Small Cap Value Fund | — | — | — | $278K | 1.4% | |
| Nuveen Large Cap Growth Index Fund | — | — | — | $269K | 1.4% | |
| Victory Capital Short Term Bond Fund ** 206 * Voya Government Money Market Fund A | — | — | — | $156K | 0.8% | |
| Voya Retirement Insurance * Voya Fixed Account | — | — | — | $151K | 0.8% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $121K | 0.6% | |
| Vanguard Smal Cap Index Fund | — | — | — | $109K | 0.6% | |
| Fidelity International Index Fund | — | — | — | $101K | 0.5% | |
| JP Morgan Core Bond Fund | — | — | — | $89K | 0.4% | |
| Dodge & Cox Income Fund I | — | — | — | $88K | 0.4% | |
| Loans to participants, interest ranging from * Notes receivable from participants - | — | — | — | $87K | 0.4% | |
| Vanguard Target Retirement Income Fund ** 480 Vanguard Value Index Fund Admiral Shares | — | — | — | $85K | 0.4% | |
| Fidelity Adv Capital & Inc Z | — | — | — | $70K | 0.4% | |
| American Funds Corporate Bonds Fund | — | — | — | $63K | 0.3% | |
| PIMCO Income Fund Institutional Class | — | — | — | $63K | 0.3% | |
| Fidelity Advisor Balanced Cl Z | — | — | — | $51K | 0.3% | |
| JP Morgan Mid Cap Growth Fund | — | — | — | $39K | 0.2% | |
| Fidelity Small Cap Growth Fund | — | — | — | $25K | 0.1% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $10K | <0.1% | |
| American Funds New World Fund | — | — | — | $7K | <0.1% | |
| Allspring Real Return Fund | — | — | — | $7K | <0.1% | |
| Cohen&Steers Instl Realty Shares | — | — | — | $3K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | — | — | — | $3K | <0.1% | |
| Vanguard Intermediate Term Treasury Fund | — | — | — | $2K | <0.1% | |
| MAP CONTRACT - SEPARATE ACCOUNT VOYA RETIREMENT INSURANCE & ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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