How big is ZONA SECA, Inc.'s plan?

ZONA SECA, Inc.'s plan reported $1.0M in assets and 12 participants for 2024.

Original filing (PDF)20250829161703NAL0022609666001

ZONA SECA, Inc.

Name: ZONA SECA, Inc. — ZONA SECA, Inc. Erisa 403(b) Tax, Form 5500 (2024)
Creator: ZONA SECA, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ZONA SECA, Inc. Erisa 403(b) Tax Deferred Annuity Plan

403(b) retirement plan · ZONA SECA, Inc.'s ZONA SECA, Inc. Erisa 403(b) Tax Deferred Annuity Plan held $1.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

LISA C. Roberson signed ZONA SECA, Inc.'s 2024 Form 5500 as plan administrator.

LISA C. Roberson — 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

ZONA SECA, Inc.'s EIN is 95-2655853.

EIN 95-2655853

Plan number 001

Plan year 2024

ACK ID 20250829161703NAL0022609666001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ZONA SECA, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ZONA SECA, INC.

EIN

all filings

Address

26 WEST FIGUEROA STREET · SANTA BARBARA, CA · 93101

Phone

(805) 963-8961

Industry

Health Care & Social Assistance

Plan administrator