Plan Snapshot
- Plan Sponsor: Zillion Technologies, INC.
- Sponsor EIN: 710884875
- Sponsor Address: 20745 WILLIAMSPORT PLACE, ASHBURN, VA, 20147
- Plan Type: 401(k)
- Total Participants: 324
- Total Assets: $7.4M
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 | 324 | $7.4M | $468,203 | $1.3M |
| 2023 | 317 | $4.9M | $288,314 | $824,660 |
| 2022 | 323 | $3.1M | $237,093 | $727,889 |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $30,514 | — | $30,514 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $22,197 | — | $22,197 |
| BETHKE CPA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- BETHKE CPA, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,711
- Estimated Expense Ratio: 0.710% 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 | $52,713 | $22,197 | — | — | — |
| 2023 | $10,015 | — | — | — | — |
| 2022 | $14,952 | — | $13,827 | — | $1,125 |