# Zaheri Group 401(k) Plan
Source: https://planprovider.pro/companies/zaheri-group-401k-plan

> Zaheri Group's 401(k) plan: 349 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

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

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