Plan Snapshot
- Plan Sponsor: Zefr
- Sponsor EIN: 943458703
- Sponsor Address: 4101 REDWOOD AVENUE, LOS ANGELES, CA, 90066
- Plan Type: 401(k)
- Total Participants: 160
- Total Assets: $17.2M
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 | 160 | $17.2M | $1.0M | $1.9M |
| 2023 | 158 | $13.1M | $1.1M | $1.8M |
| 2022 | 173 | $8.8M | $825,458 | $1.6M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $39,671 | — | $39,671 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,671
- Estimated Expense Ratio: 0.231% 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 | $42,440 | $39,671 | — | — | — |
| 2023 | $33,327 | $30,340 | — | — | — |
| 2022 | $26,700 | — | — | — | — |