Zoe Holding 401(k) plan

Zoe Holding Company, Inc., Scottsdale, AZ. EIN 86-0929639. Annual reports 2013–2024. Also filed as Zoel Holding Company, Inc; Zoe Holding Company, Inc.

Zoe Holding Company, Inc. has one active retirement plan on file, the Zoe Holding Company, Inc 401(k) Plan, with 2,931 participants and $4.6 million in assets in 2024. Principal has been its recordkeeper since 2013. No traditional pension plan appears in Zoe Holding's filings since 2013.

Active plans: 1
Participants: 2,931
Plan assets: $4.6 million
401(k) recordkeeper: Principal
Plans on file: 1
Industry: Business services

The plan

Zoe Holding Company, Inc 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 86-0929639
Participants (2024): 2,931
Net assets (2024): $4.6 million
Recordkeeper: Principal2013–2024
Plan administrator: Zoe Holding Company, Inc.
8601 North Scottsdale Road, Suite 305
Scottsdale, AZ 85253
(602) 385-4928As filed for 2024
In effect since: January 1, 2013

Earlier sponsor: Zoel Holding Company, Inc (2013–2014).

Earlier plan names: Zoel Holding Company, Inc 401(k) PLAN.

Year by year, 2013 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,931	$4.6 million	Principal
2023	2,398	$4.6 million	Principal
2022	5,037	$4.7 million	Principal
2021	4,204	$5.5 million	Principal
2020	3,228	$5.0 million	Principal
2019	6,585	$10.0 million	Principal
2018	5,109	$7.5 million	Principal
2017	3,005	$7.6 million	Principal
2016	3,063	$5.3 million	Principal
2015	1,786	$2.8 million	Principal
2014	866	$1.2 million	Principal
2013	592	$131,706	Principal

If you had money in one of these plans

Call Principal (principal.com), which runs the Zoe Holding Company, Inc 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((602) 385-4928). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Zoe Holding Company, Inc 401(k) Plan

If you had money in one of these plans

What these numbers are

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