Back to filter
Original filing (PDF)20251015082628NAL0005525936001
ZEFR
Form 5500
FILING_RECEIVED
ZEFR 401(K) PLAN
401(k) retirement plan
Signals · 1
32% in single holding
Active participants
160
Accounts w/ balance
284
Plan assets (EOY)
$17.2M
Net assets (EOY)
$17.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "FID FREE INDX 2055 IP" is 32% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZEFR.
Plan sponsor
Name
ZEFR
EIN
94-3458703
Address
4101 REDWOOD AVENUE · LOS ANGELES, CA · 90066
Phone
(310) 392-3555
Industry
Information / Tech / Mediasee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HYPERION ACCOUNTING GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $40K | — |
Investments
27 direct securities · 2 pooled funds· $17.0M(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
$16.7M
27 holdings
Common Collective Trust
$285K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $5.4M | 31.6% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $2.4M | 13.7% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.1M | 12.3% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $1.3M | 7.6% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $638K | 3.7% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $611K | 3.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $604K | 3.5% | |
| FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $534K | 3.1% | |
| JAN HEND GLOBAL TECH INNOV N | Registered Investment Companies | — | — | $509K | 3.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $404K | 2.4% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $350K | 2.0% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $345K | 2.0% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $310K | 1.8% | |
| PIONEER LARGE CAP GROWTH R1 WILMINGTON TRUST COMPANY · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $249K | 1.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $228K | 1.3% | |
| TRANSAMERICA INTL EQUITY I | Registered Investment Companies | — | — | $211K | 1.2% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $134K | 0.8% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $121K | 0.7% | |
| BRN ADV SUSTAIN GROWTH INST | Registered Investment Companies | — | — | $118K | 0.7% | |
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $104K | 0.6% | |
| FID FREEDOM IND2010 INSTL PREM | Registered Investment Companies | — | — | $66K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $59K | 0.3% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $59K | 0.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $49K | 0.3% | |
| NYL ANCHOR ACCOUNT 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $36K | 0.2% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $28K | 0.2% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $20K | 0.1% | |
| FID FREE INDX INCOME IP | Registered Investment Companies | — | — | $10K | <0.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $3K | <0.1% |
Related plans
Other plans using MORGAN STANLEY SMITH BARNEY
VALERO ENERGY CORPORATION
VALERO ENERGY CORPORATION PENSION PLAN
$2.6B · 6,554 participants
TRUSTEES OF OHIO CARPENTERS' PENSION PLAN
OHIO CARPENTERS' PENSION PLAN
$2.1B · 12,519 participants
BOARD OF TRUSTEES SEAFARERS PENSION PLAN
SEAFARERS PENSION PLAN
$2.1B · 7,295 participants
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIO
ANNUITY FD OF THE IUOE LOCAL UNION 94, 94A, 94B AFL-CIO
$1.8B · 5,885 participants
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUND
HEAVY AND GENERAL LABORERS' LOCAL UNIONS 472 AND 172 OF NEW JERSEY PENSION FUND
$1.8B · 7,670 participants
COVINGTON & BURLING LLP
COVINGTON & BURLING RETIREMENT SAVINGS PLAN
$1.7B · 2,086 participants
Similar-size Information / Tech / Media plans
SEESAW LEARNING, INC.
SEESAW LEARNING 401(K) PLAN
$17.3M · 194 participants
EXPENSIFY, INC
EXPENSIFY 401(K) PLAN
$17.0M · 70 participants
GLOBAL DATA PUBLICATIONS
GLOBAL DATA PUBLICATIONS 401(K) PLAN
$16.9M · 145 participants
2012 USP HOLDINGS, INC.
2012 USP HOLDINGS, INC. 401(K) PLAN
$17.5M · 402 participants
PUBLIC LIBRARY OF SCIENCE
PUBLIC LIBRARY OF SCIENCE 401(K) PROFIT SHARING AND TRUST
$16.8M · 97 participants
BUILDER HOMESITE, INC
BUILDER HOMESITE 401(K) PLAN
$17.6M · 190 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B