# Zeta Global Corp. 401(k) Plan
Source: https://planprovider.pro/companies/zeta-interactive-corp-401k-plan

> Zeta Global Corp.'s 401(k) plan: 1,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$22,662|—|$22,662|

| WEAVER AND TIDWELL LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/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:** $22,662

- **Estimated Expense Ratio:** 0.021% 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|$22,662|—|—|—|—|

| 2023|$47,397|—|—|$26,000|—|

| 2022|$100,962|—|—|—|—|

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