Plan Snapshot
- Plan Sponsor: Ermenegildo Zegna Corp.
- Sponsor EIN: 132814304
- Sponsor Address: 10 E 53RD STREET, 7TH FLOOR, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $30.8M
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 | 282 | $30.8M | $706,534 | $1.9M |
| 2023 | 272 | $26.2M | $631,632 | $1.6M |
| 2022 | 254 | $20.9M | $429,051 | $1.3M |
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 |
|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | Investment Advisor | $45,000 | — | $45,000 |
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $37,689 | — | $37,689 |
| BAKER TILLY US, LLP | Auditor | $13,650 | — | $13,650 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- 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: $96,339
- Estimated Expense Ratio: 0.313% of plan assets
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 | $96,339 | $45,000 | — | $13,650 | — |
| 2023 | $90,873 | $45,000 | — | — | — |
| 2022 | $79,229 | $79,229 | — | — | — |