Plan Snapshot
- Plan Sponsor: Zeno Management, INC.
- Sponsor EIN: 823938622
- Sponsor Address: 10275 SCIENCE CENTER DR. SUITE 200, SAN DIEGO, CA, 92121
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $22.3M
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 | 164 | $22.3M | $1.7M | $3.3M |
| 2023 | 166 | $17.3M | $1.5M | $3.1M |
| 2022 | 197 | $10.7M | $489,229 | $657,194 |
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 |
|---|---|---|---|---|
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $97,796 | $64,464 | $33,332 | — | — |
| 2023 | $57,695 | $37,823 | $19,872 | — | — |
| 2022 | — | — | — | — | — |