Plan Snapshot
- Plan Sponsor: Chan Zuckerberg Initiative, LLC
- Sponsor EIN: 810903867
- Sponsor Address: 2682 MIDDLEFIELD RD SUITE I, REDWOOD CITY, CA, 94063
- Plan Type: 401(k)
- Total Participants: 524
- Total Assets: $167.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 524 | $167.4M | $11.4M | $13.2M |
| 2023 | 520 | $129.3M | $12.5M | $13.8M |
| 2022 | 594 | $88.0M | $11.4M | $12.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,010 | — | — | — | — |
| 2023 | $5,304 | — | — | — | — |
| 2022 | $59,127 | — | — | — | — |