Plan Snapshot
- Plan Sponsor: Zinus, INC.
- Sponsor EIN: 770136143
- Sponsor Address: 5731 PROMONTORY PARKWAY, TRACY, CA, 95377
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 128 | $7.2M | $429,974 | $719,149 |
| 2023 | 139 | $5.5M | $408,705 | $685,025 |
| 2022 | 146 | $4.0M | $424,746 | $679,512 |
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 |
|---|---|---|---|---|
| VISKOCHIL ASSURANCE SERVICES, LLC | 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 | $29,885 | — | $29,885 | — | — |
| 2023 | $9,420 | — | $9,420 | — | — |
| 2022 | $4,327 | — | $4,327 | — | — |