Plan Snapshot
- Plan Sponsor: Zions Bancorporation, National Association
- Sponsor EIN: 870189025
- Sponsor Address: ONE SOUTH MAIN STREET, SUITE 600, SALT LAKE CITY, UT, 84133
- Plan Type: 401(k)
- Total Participants: 10,518
- Total Assets: $1.9B
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 | 10,518 | $1.9B | $51.3M | $76.7M |
| 2023 | 9,972 | $1.7B | $61.2M | $66.4M |
| 2022 | 10,088 | $1.5B | $51.9M | $62.5M |
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 |
|---|---|---|---|---|
| ERNST & YOUNG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG 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 | $829,495 | $299,966 | $7,500 | — | — |
| 2023 | $858,436 | $278,516 | $3,000 | — | — |
| 2022 | $913,111 | $270,902 | — | — | — |