Plan Snapshot
- Plan Sponsor: Legalzoom.Com, INC.
- Sponsor EIN: 954752856
- Sponsor Address: 954 VILLA ST, MOUNTAIN VIEW, CA, 94041
- Plan Type: 401(k)
- Total Participants: 868
- Total Assets: $93.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 868 | $93.4M | $4.0M | $9.4M |
| 2023 | 1,062 | $75.7M | $4.0M | $9.0M |
| 2022 | 1,245 | $55.1M | $3.7M | $8.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $94,765 | — | $94,765 |
| WORLD INVESTMENT ADVISORS LLC | ADVISOR | $40,000 | — | $40,000 |
| EIDE BAILLY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- EIDE BAILLY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $134,765
- Estimated Expense Ratio: 0.144% 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 | $133,371 | $40,000 | — | — | — |
| 2023 | $111,285 | $40,000 | — | — | — |
| 2022 | $119,759 | — | — | — | — |