Plan Snapshot
- Plan Sponsor: Zenger Folkman Company
- Sponsor EIN: 200061849
- Sponsor Address: 51 W CENTER ST, OREM, UT, 84057
- Plan Type: 401(k)
- Total Participants: 28
- Total Assets: $3.2M
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 | 28 | $3.2M | $12,439 | $225,899 |
| 2023 | 27 | $3.0M | $12,500 | $223,443 |
| 2022 | 25 | $2.4M | $13,458 | $262,573 |