Plan Snapshot
- Plan Sponsor: Zest Anchors, LLC
- Sponsor EIN: 271463784
- Sponsor Address: 2875 LOKER AVENUE EAST, CARLSBAD, CA, 92010
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $21.1M
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 | 195 | $21.1M | $425,847 | $1.2M |
| 2023 | 196 | $18.7M | $473,162 | $1.2M |
| 2022 | 206 | $16.1M | $539,613 | $1.2M |
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 |
|---|---|---|---|---|
| DUFFY KRUSPODIN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DUFFY KRUSPODIN, 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 | $46,508 | $25,641 | $20,867 | — | — |
| 2023 | $41,781 | $22,246 | $19,535 | — | — |
| 2022 | $31,575 | $15,862 | $15,713 | — | — |