# Neozene, INC. 401(k) Plan
Source: https://planprovider.pro/companies/neozene-inc-401k-plan

> Neozene, INC.'s 401(k) plan: 55 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neozene, INC.

- **Sponsor EIN:** 453173644

- **Sponsor Address:** 17274 GOLDEN VALLEY PARKWAY, LATHROP, CA, 95008

- **Plan Type:** 401(k)

- **Total Participants:** 55

- **Total Assets:** $1.6M

## 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|55|$1.6M|$0|$252,286|

| 2023|54|$1.6M|$113|$451,878|

| 2022|116|$1.2M|$0|$636,496|

## 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|

| HUMAN INTEREST ADVISOR LLC|RECORDKEEPER|$15,010|—|$15,010|

| CLOONAN & ASSOCIATES, PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HUMAN INTEREST ADVISOR LLC](https://planprovider.pro/provider/human-interest-inc) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $15,010

- **Estimated Expense Ratio:** 0.963% 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|$15,010|$15,010|—|—|—|

| 2023|$12,319|$12,319|—|—|—|

| 2022|$9,791|$9,791|—|—|—|

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