Plan Snapshot
- Plan Sponsor: Zaheri Group
- Sponsor EIN: 943072384
- Sponsor Address: 4100 STEVENS CREEK BOULEVARD, SAN JOSE, CA, 95129
- Plan Type: 401(k)
- Total Participants: 349
- Total Assets: $13.9M
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 | 349 | $13.9M | $285,195 | $971,086 |
| 2023 | 352 | $12.3M | $277,217 | $912,486 |
| 2022 | 420 | $10.6M | $296,037 | $1.0M |
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 |
|---|---|---|---|---|
| FORUSALL ADVISORS | NONE | $32,154 | — | $32,154 |
| THE VANGUARD GROUP, INC. | NONE | $31,524 | — | $31,524 |
| PENSION ASSURANCE, LLP | NONE | $30,500 | — | $30,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $94,178
- Estimated Expense Ratio: 0.677% 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 | $94,178 | $32,154 | $31,524 | — | — |
| 2023 | $63,716 | $20,739 | $26,477 | — | — |
| 2022 | $55,216 | $27,097 | $28,119 | — | — |