Plan Snapshot
- Plan Sponsor: Zapata Group INC
- Sponsor EIN: 811328685
- Sponsor Address: 6302 FAIRVIEW RD STE 600, CHARLOTTE, NC, 282102244
- Plan Type: 401(k)
- Total Participants: 76
- Total Assets: $12.2M
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 | 76 | $12.2M | $221,468 | $836,886 |
| 2023 | 74 | $10.7M | $183,584 | $684,983 |
| 2022 | 64 | $9.8M | $155,800 | $596,296 |
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 |
|---|---|---|---|---|
| AC CPA, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AC CPA, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,109 | — | $31,109 | — | — |
| 2023 | $1,050 | — | $1,050 | — | — |
| 2022 | $1,291 | — | $1,291 | — | — |