Zivaro 401(k) match, vesting and fees
What Zivaro's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Global Retirement Partners | Schedule C ↗ |
| Independent auditor | Grant Thornton (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Zivaro: employer contribution per participant | $2,859 | |
| Peer median | $2,521 |
| Zivaro: average balance | $100,954 | |
| Peer median | $75,833 |
| Zivaro: admin expenses ÷ assets | 0.37% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $20.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 247 | $20.2M | $572K | $2,859 | 0.37% | Not published | Form 5500 ↗ |
Other Zivaro plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Zivaro , Inc 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mma Securities, LLC | Schedule C ↗ |
| Independent auditor | Grant Thornton LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Zivaro match 401(k) contributions?
The match terms for the Zivaro, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $572K in employer contributions, about $2,859 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zivaro 401(k) match vested?
The vesting schedule for the Zivaro, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zivaro 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Global Retirement Partners. The plan administrator is Zivaro, Inc..
I left Zivaro. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zivaro, Inc., (303) 921-4470) or the recordkeeper, Global Retirement Partners. The Zivaro old 401(k) page lists the contacts from every plan filing. Find an old Zivaro 401(k)
Data from the public Form 5500 annual reports Zivaro filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Zivaro. Not financial advice. Report a correction · Methodology