Plan Snapshot
- Plan Sponsor: Ziply Fiber
- Sponsor EIN: 845103010
- Sponsor Address: 135 LAKE ST. S., SUITE 1000, KIRKLAND, WA, 98033
- Plan Type: DB
- Total Participants: 483
- Total Assets: $125.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 483 | $125.7M | $5.1M | $0 |
| 2023 | 536 | $120.9M | $5.0M | $0 |
| 2022 | 589 | $119.2M | $5.0M | $0 |
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 |
|---|---|---|---|---|
| MILLIMAN, INC. | NONE | $199,273 | — | $199,273 |
| USI ADVISORS, INC | NONE | $84,000 | — | $84,000 |
| CHARLES SCHWAB TRUST BANK | NONE | $4,910 | $2,416 | $7,326 |
| MONDRESS MONACO PARR LOCKWOOD PLLC | NONE | $5,130 | — | $5,130 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN, INC. — NONE
- CHARLES SCHWAB TRUST BANK — NONE
- MONDRESS MONACO PARR LOCKWOOD PLLC — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $295,729
- Estimated Expense Ratio: 0.235% 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 | $402,785 | $84,000 | — | — | — |
| 2023 | $689,438 | $84,000 | — | — | — |
| 2022 | $348,379 | — | — | — | $348,379 |