# Zearn 401(k) Plan
Source: https://planprovider.pro/companies/zearn-401k-plan

> Zearn's 401(k) plan: 185 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zearn

- **Sponsor EIN:** 371665745

- **Sponsor Address:** 2093 PHILADELPHIA PIKE, CLAYTON, DE, 19703

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

- **Total Participants:** 185

- **Total Assets:** $14.4M

## 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|185|$14.4M|$753,885|$1.6M|

| 2023|188|$10.5M|$693,161|$1.5M|

| 2022|160|$6.5M|$496,029|$987,660|

## 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|

| USI CONSULTING GROUP|NONE|$11,424|—|$11,424|

| MENGEL METZGER BARR & CO. LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MENGEL METZGER BARR & CO. LLP](https://planprovider.pro/provider/mengel-metzger-barr-and-co-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,424

- **Estimated Expense Ratio:** 0.079% 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|$11,424|—|—|—|—|

| 2023|$12,968|—|—|—|—|

| 2022|$1,275|—|—|—|$1,275|

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