Plan Snapshot
- Plan Sponsor: Insurance Zebra, INC.
- Sponsor EIN: 454235904
- Sponsor Address: 1801 EAST 6TH STREET, SUITE 200, AUSTIN, TX, 78702
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 243 | $14.2M | $172,767 | $1.8M |
| 2023 | 220 | $11.5M | $349,810 | $1.8M |
| 2022 | 241 | $9.2M | $569,159 | $2.5M |
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 |
|---|---|---|---|---|
| ARMANINO LLP | Auditor | $23,100 | — | $23,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARMANINO LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,100
- Estimated Expense Ratio: 0.163% 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 | $109,668 | $40,388 | — | $23,100 | — |
| 2023 | $65,040 | $25,537 | — | — | — |
| 2022 | $51,967 | $180 | — | — | — |