# Zenith Energy Terminals Holdings 401(k) Plan
Source: https://planprovider.pro/companies/zenith-energy-terminals-holdings-260465469-002

> Zenith Energy Terminals Holdings's 401(k) plan: 71 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zenith Energy Terminals Holdings

- **Sponsor EIN:** 260465469

- **Sponsor Address:** 1 HIGHLAND AVENUE, METUCHEN, NJ, 08840

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

- **Plan Number:** 002

- **Total Participants:** 71

- **Total Assets:** $8.6M

## 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|71|$8.6M|$331,893|$768,519|

| 2023|76|$7.9M|$391,332|$921,394|

| 2022|130|$8.7M|$561,951|$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|

| PRINCIPLED ADVISORS, INC.|Investment Advisor|$28,857|—|$28,857|

| ADP, INC.|Recordkeeper|$18,964|—|$18,964|

### Verified Provider Profiles

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

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,821

- **Estimated Expense Ratio:** 0.556% 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|$47,822|$28,858|—|—|—|

| 2023|$55,906|$27,737|—|—|—|

| 2022|$59,149|—|—|—|—|

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