# Zelle LLP 401(k) Plan
Source: https://planprovider.pro/companies/zelle-llp-401k-plan

> Zelle LLP's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zelle LLP

- **Sponsor EIN:** 943073879

- **Sponsor Address:** 500 WASHINGTON AVENUE SOUTH SUITE 4, MINNEAPOLIS, MN, 55415

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

- **Total Participants:** 95

- **Total Assets:** $69.5M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|95|$69.5M|$2.1M|$1.5M|

| 2023|93|$60.1M|$1.7M|$1.5M|

| 2022|87|$47.5M|$1.6M|$1.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$76,107|—|$76,107|

| BERGANKDV LTD|AUDITOR|$16,250|—|$16,250|

| BERGANKDV, LTD.|Auditor|$16,250|—|$16,250|

### Verified Provider Profiles

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

- [BERGANKDV, LTD.](https://planprovider.pro/provider/bergankdv-ltd) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $108,607

- **Estimated Expense Ratio:** 0.156% 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|$94,724|$2,367|—|$16,250|—|

| 2023|$70,626|$1,842|—|—|—|

| 2022|$60,471|$48,841|$11,630|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zelle-llp-401k-plan)

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