Plan Snapshot
- Plan Sponsor: Zo Skin Health, INC.
- Sponsor EIN: 204686721
- Sponsor Address: 9685 RESEARCH DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 333
- Total Assets: $27.0M
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 | 333 | $27.0M | $1.6M | $3.3M |
| 2023 | 327 | $20.7M | $1.6M | $3.0M |
| 2022 | 308 | $13.5M | $1.3M | $2.6M |
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 |
|---|---|---|---|---|
| RJI INTERNATIONAL CPAS | 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 | $75,252 | $42,040 | — | — | — |
| 2023 | $58,134 | $35,270 | — | — | — |
| 2022 | $79,821 | $24,356 | $55,465 | — | — |