Plan Snapshot
- Plan Sponsor: Zing Health Holdings, INC.
- Sponsor EIN: 833754087
- Sponsor Address: 225 W WASHINGTON STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 213
- Total Assets: $7.2M
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 | 213 | $7.2M | $591,446 | $1.3M |
| 2023 | 217 | $4.9M | $554,214 | $1.2M |
| 2022 | 167 | $2.7M | $386,468 | $907,734 |
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 |
|---|---|---|---|---|
| FOREST CAPITAL MANAGEMENT CO | Other Service Provider | $27,377 | — | $27,377 |
| THE VANGUARD GROUP, INC. | Other Service Provider | $7,202 | — | $7,202 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,579
- Estimated Expense Ratio: 0.477% 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 | $34,579 | $27,377 | $7,202 | — | — |
| 2023 | $199,725 | — | — | — | — |
| 2022 | $76,132 | — | — | — | — |