# Zero Zone, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zero-zone-inc-401k-plan

> Zero Zone, INC.'s 401(k) plan: 547 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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