# Zag Technical Services 401(k) Plan
Source: https://planprovider.pro/companies/zag-technical-services-401k-plan

> Zag Technical Services's 401(k) plan: 80 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zag Technical Services

- **Sponsor EIN:** 770492384

- **Sponsor Address:** 3590 N. FIRST STREET SUITE 100, SAN JOSE, CA, 95134

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

- **Total Participants:** 80

- **Total Assets:** $17.2M

## 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|80|$17.2M|$376,176|$1.5M|

| 2023|133|$16.0M|$389,025|$1.6M|

| 2022|136|$13.1M|$324,102|$1.4M|

## 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|

| FISHER ASSET MANAGEMENT LLC FISHER|INVESTMENT ADVISOR|$65,993|—|$65,993|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$22,313|—|$22,313|

| ARMANINO LLP|Auditor|—|—|$0|

### 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:** $88,306

- **Estimated Expense Ratio:** 0.512% 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|$88,306|$65,993|—|—|—|

| 2023|$70,425|$55,642|—|—|—|

| 2022|—|—|—|—|—|

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