Plan Snapshot
- Plan Sponsor: Zeomega, INC.
- Sponsor EIN: 452879763
- Sponsor Address: 6200 TENNYSON PKWY, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $11.9M
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 | 128 | $11.9M | $388,722 | $1.4M |
| 2023 | 131 | $9.3M | $311,337 | $1.2M |
| 2022 | 121 | $7.1M | $224,367 | $969,490 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | INVESTMENT ADVISOR | $25,513 | — | $25,513 |
| NOVA 401(K) ASSOCIATES | CONTRACT ADMIN | $1,125 | $4,850 | $5,975 |
| WEAVER AND TIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,488
- Estimated Expense Ratio: 0.265% 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 | $60,906 | — | $60,906 | — | — |
| 2023 | $53,919 | $52,531 | $1,388 | — | — |
| 2022 | $25,596 | — | $25,596 | — | — |