Zift Solutions, Inc. 401(k) Plan: Login, Facts & Contact Information

Zift Solutions, Inc. 401(k) Plan Facts

Plan name
ZIFT SOLUTIONS 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ZIFT SOLUTIONS, INC.
Participants
126 (51 active employees)
Former employees with a balance
60
Plan assets
$5,300,072 at Dec 31, 2024
Average account balance
$50,001 across 106 accounts
Employer contributions
$219,830 in plan year 2024 (28% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2013
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $791,664 went into the plan in contributions, $219,830 of it from the employer (28%).
  • $1.34 million was paid out to participants.
  • Investment and other income added $731,194.
  • Administrative expenses were $24,756, about $234 per account.

How the Zift Solutions, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019155$4.56 million$58,788$558,012
2020152$5.42 million$45,208$686,374
2021129$5.93 million$40,636$1.03 million
2022129$4.88 million$34,026$738,034
2023126$5.14 million$36,415$1.29 million
2024126$5.30 million$219,830$1.34 million

Zift Solutions, Inc. 401(k) Contact Information

Phone
919-794-8385
Mailing address
964 HIGH HOUSE ROAD UNIT 3330, CARY NC 27513
Plan sponsor
ZIFT SOLUTIONS, INC.
Employer identification number (EIN)
20-4506719
Plan number
001

Questions about the Zift Solutions, Inc. 401(k)

Does Zift Solutions, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $219,830, 28% of all contributions.

Does the Zift Solutions, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Zift Solutions, Inc 401(k) plan?

126 participants at the start of plan year 2024, 51 of them active employees, and 60 former employees who still had money in the plan.

What is the average 401(k) balance at Zift Solutions, Inc?

About $50,001 per account: $5.30 million in plan assets across 106 accounts with a balance at the end of plan year 2024.

Who manages the Zift Solutions, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Zift Solutions, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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