# Zeta Charter Schools, INC. 403(b) Plan
Source: https://planprovider.pro/companies/zeta-charter-schools-inc-821888771-001

> Zeta Charter Schools, INC.'s 403(b) plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zeta Charter Schools, INC.

- **Sponsor EIN:** 821888771

- **Sponsor Address:** 425 WESTCHESTER AVENUE, S.BRONX, NY, 10455

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 486

- **Total Assets:** $9.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|486|$9.8M|$986,607|$2.0M|

| 2023|376|$6.5M|$656,426|$1.5M|

| 2022|292|$4.1M|$523,917|$1.1M|

## 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|

| THE VANGUARD GROUP, INC.|Other Service Provider|$51,346|—|$51,346|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $51,346

- **Estimated Expense Ratio:** 0.525% 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|$51,346|—|$51,346|—|—|

| 2023|$40,636|—|$40,636|—|—|

| 2022|$13,230|—|$13,230|—|—|

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