# Zinober Diana & Monteverde PA 401(k) Plan
Source: https://planprovider.pro/companies/zinober-diana-monteverde-pa-plan

> Zinober Diana & Monteverde PA's 401(k) plan: 76 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zinober Diana & Monteverde PA

- **Sponsor EIN:** 474009250

- **Sponsor Address:** 150 2ND AVE. NORTH STE 1170, ST PETERSBURG, FL, 33701

- **Plan Type:** 401(k)

- **Total Participants:** 76

- **Total Assets:** $4.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|76|$4.0M|$252,799|$548,156|

| 2023|126|$3.1M|$266,182|$505,080|

| 2022|93|$2.0M|$153,031|$310,305|

## 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|

| JAMES MILLER, CPA, P.C|Auditor|—|—|$0|

## 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|$23,984|$23,984|—|—|—|

| 2023|—|—|—|—|—|

| 2022|—|—|—|—|—|

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