Plan Snapshot
- Plan Sponsor: Zevia Pbc
- Sponsor EIN: 862862492
- Sponsor Address: 15821 VENTURA BLVD STE 145, ENCINO, CA, 91436
- Plan Type: 401(k)
- Total Participants: 99
- Total Assets: $7.5M
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 | 99 | $7.5M | $415,631 | $1.0M |
| 2023 | 97 | $7.9M | $470,301 | $1.1M |
| 2022 | 101 | $5.9M | $482,655 | $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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 | $52,167 | $37,131 | — | — | — |
| 2023 | $41,319 | — | $41,319 | — | — |
| 2022 | $17,649 | $13,794 | $3,855 | — | — |