Plan Snapshot
- Plan Sponsor: Zeco Systems, INC.
- Sponsor EIN: 800825581
- Sponsor Address: 767 S. ALAMEDA STREET, LOS ANGELES, CA, 90021
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $11.7M
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 | 201 | $11.7M | $813,907 | $2.1M |
| 2023 | 158 | $8.1M | $718,778 | $1.9M |
| 2022 | 217 | $5.5M | $865,992 | $1.9M |
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 |
|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | ADVISOR/INVESTMENT ADVIS | $66,184 | — | $66,184 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $19,025 | — | $19,025 |
| WINDES, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KESTRA INVESTMENT SERVICES LLC — ADVISOR/INVESTMENT ADVIS
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WINDES, INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $85,209
- Estimated Expense Ratio: 0.728% 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 | $87,311 | $68,286 | — | — | — |
| 2023 | $59,351 | $46,309 | $300 | — | — |
| 2022 | $63,742 | $141 | — | — | — |