Plan Snapshot
- Plan Sponsor: Zeta Global Corp.
- Sponsor EIN: 261196017
- Sponsor Address: 3 PARK AVE, NEW YORK, NY, 10016
- Plan Type: 401(k)
- Total Participants: 1,076
- Total Assets: $105.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,076 | $105.5M | $1.7M | $12.4M |
| 2023 | 814 | $77.7M | $1.4M | $10.6M |
| 2022 | 743 | $54.4M | $1.1M | $8.7M |
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 |
|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL 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 | $22,662 | — | — | — | — |
| 2023 | $47,397 | — | — | $26,000 | — |
| 2022 | $100,962 | — | — | — | — |