Plan Snapshot
- Plan Sponsor: Zayo Group Holdings, INC.
- Sponsor EIN: 261398293
- Sponsor Address: 1821 30TH STREET, BOULDER, CO, 80301
- Plan Type: 401(k)
- Total Participants: 2,724
- Total Assets: $357.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,724 | $357.3M | $9.7M | $26.9M |
| 2023 | 2,586 | $316.8M | $9.7M | $26.5M |
| 2022 | 2,709 | $268.4M | $9.4M | $25.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $229,921 | — | $229,921 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $102,754 | — | $102,754 |
| SAGEVIEW | CONSULTANT | $60,255 | — | $60,255 |
| BDO | ACCOUNTANT/AUDITOR | $31,555 | — | $31,555 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- SAGEVIEW — CONSULTANT
- BDO — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $424,485
- Estimated Expense Ratio: 0.119% 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 | $424,435 | $102,754 | $1,500 | $31,555 | — |
| 2023 | $453,132 | $81,103 | $2,400 | $64,710 | — |
| 2022 | $409,644 | $63,077 | — | — | — |