Plan Snapshot
- Plan Sponsor: Zero Zone, INC.
- Sponsor EIN: 390986069
- Sponsor Address: 110 N. OAKRIDGE DRIVE, NORTH PRAIRIE, WI, 531539792
- Plan Type: 401(k)
- Total Participants: 547
- Total Assets: $59.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 547 | $59.4M | $2.3M | $2.7M |
| 2023 | 474 | $52.6M | $1.9M | $2.3M |
| 2022 | 436 | $49.3M | $1.9M | $2.1M |
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 |
|---|---|---|---|---|
| DENALI WEALTH MANAGEMENT- CARL VALI | INVESTMENT ADVISOR | $55,454 | — | $55,454 |
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $30,074 | — | $30,074 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $27,695 | — | $27,695 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,223
- Estimated Expense Ratio: 0.191% 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 | $113,222 | $83,148 | — | — | — |
| 2023 | $100,717 | $75,204 | — | — | — |
| 2022 | $100,279 | $72,434 | $27,845 | — | — |