# Insurance Zebra, INC. 401(k) Plan
Source: https://planprovider.pro/companies/insurance-zebra-inc-401k-plan

> Insurance Zebra, INC.'s 401(k) plan: 243 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|

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