Plan Snapshot
- Plan Sponsor: Zoe Holding Company, INC.
- Sponsor EIN: 860929639
- Sponsor Address: 8601 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85253
- Plan Type: 401(k)
- Total Participants: 2,749
- Total Assets: $4.6M
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 | 2,749 | $4.6M | $23,423 | $381,696 |
| 2023 | 2,177 | $4.6M | $35,357 | $500,596 |
| 2022 | 4,844 | $4.7M | $39,459 | $635,662 |
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 |
|---|---|---|---|---|
| TULL, FORSBERG & OLSON, PLC | 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 | $52,124 | — | $52,124 | — | — |
| 2023 | $64,736 | — | $64,736 | — | — |
| 2022 | $65,962 | — | $65,962 | — | — |