# Zerofox, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zerofox-inc-401k-plan

> Zerofox, INC.'s 401(k) plan: 280 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zerofox, INC.

- **Sponsor EIN:** 461796885

- **Sponsor Address:** 1834 S CHARLES STREET, BALTIMORE, MD, 212304826

- **Plan Type:** 401(k)

- **Total Participants:** 280

- **Total Assets:** $22.3M

## 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|280|$22.3M|$0|$3.1M|

| 2023|358|$14.7M|$1,444|$2.9M|

| 2022|283|$9.7M|$9,909|$2.4M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$131,323|—|$131,323|

| WELLS FARGO CLEARING SERVICES LLC|INVESTMENT ADVISORY|—|$48,403|$48,403|

| CREATIVE PLANNING, INC.|INVESTMENT ADVISORY|—|$7,059|$7,059|

| KEITER|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CREATIVE PLANNING, INC.](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $186,785

- **Estimated Expense Ratio:** 0.837% 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|$131,324|—|$131,324|—|—|

| 2023|$98,858|—|$98,858|—|—|

| 2022|$90,730|—|$90,730|—|—|

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