Plan Snapshot
- Plan Sponsor: Zips Car Wash, LLC
- Sponsor EIN: 201213045
- Sponsor Address: 8400 BELLEVIEW DRIVE, PLATO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 2,097
- Total Assets: $3.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,097 | $3.2M | $317,193 | $655,382 |
| 2023 | 1,878 | $2.2M | $304,980 | $591,014 |
| 2022 | 3,269 | $1.5M | $287,173 | $552,765 |
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 |
|---|---|---|---|---|
| CALVETTI FERGUSON | 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 | $23,732 | — | $23,182 | — | — |
| 2023 | $15,787 | — | $15,237 | — | — |
| 2022 | $7,132 | — | — | — | — |