Plan Snapshot
- Plan Sponsor: Zero Cater, INC.
- Sponsor EIN: 274319579
- Sponsor Address: 44 MONTGOMERY ST FL 3, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 445
- Total Assets: $7.8M
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 | 445 | $7.8M | $260,153 | $689,146 |
| 2023 | 388 | $6.3M | $260,807 | $722,231 |
| 2022 | 220 | $4.5M | $193,450 | $565,964 |
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 |
|---|---|---|---|---|
| ANDERS MINKLER HUBER & HELM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERS MINKLER HUBER & HELM LLP — 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 | $3,320 | — | $3,320 | — | — |
| 2023 | $2,703 | — | $2,703 | — | — |
| 2022 | $2,162 | — | $2,162 | — | — |