# Zest Anchors, LLC 401(k) Plan
Source: https://planprovider.pro/companies/zest-anchors-llc-401k-plan

> Zest Anchors, LLC's 401(k) plan: 195 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIRST LIGHT RETIREMENT, LLC|INVESTMENT ADVISORY|$25,641|$4|$25,645|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$20,867|—|$20,867|

| DUFFY KRUSPODIN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [DUFFY KRUSPODIN, LLP](https://planprovider.pro/provider/duffy-kruspodin-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $46,512

- **Estimated Expense Ratio:** 0.220% 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|$46,508|$25,641|$20,867|—|—|

| 2023|$41,781|$22,246|$19,535|—|—|

| 2022|$31,575|$15,862|$15,713|—|—|

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