Original filing (PDF)20250829161703NAL0022609666001

ZONA SECA, INC.

Name: ZONA SECA, INC. — ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN, Form 5500 (2024)
Creator: ZONA SECA, INC.

Form 5500-SF

FILING_RECEIVED

ZONA SECA, INC. ERISA 403(B) TAX DEFERRED ANNUITY PLAN

403(b) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZONA SECA, INC..

Plan sponsor

Name

ZONA SECA, INC.

EIN

95-2655853

Address

26 WEST FIGUEROA STREET · SANTA BARBARA, CA · 93101

Phone

(805) 963-8961

Industry

Health Care & Social Assistancesee 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

2025-08-29

Pension benefit codes

2G · Total participant-directed accounts

2K · 401(m) arrangement

2L · 403(b)(1) annuity

2M · 403(b)(7) custodial accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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