Plan Snapshot
- Plan Sponsor: Zonar Systems INC
- Sponsor EIN: 260499050
- Sponsor Address: 821 2ND AVE STE 100, SEATTLE, WA, 981041578
- Plan Type: 401(k)
- Total Participants: 325
- Total Assets: $39.9M
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 | 325 | $39.9M | $1.9M | $4.0M |
| 2023 | 391 | $33.8M | $2.0M | $4.0M |
| 2022 | 432 | $25.7M | $1.9M | $3.7M |
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 |
|---|---|---|---|---|
| TRUTINA FINANCIAL, LLC | Investment Advisor | $54,406 | — | $54,406 |
| PAYCHEX INC | Recordkeeper | $54,181 | — | $54,181 |
| CAPFINANCIAL PARTNERS, LLC | Investment Advisor | $16,034 | — | $16,034 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PAYCHEX INC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,621
- Estimated Expense Ratio: 0.313% 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 | $129,278 | $70,440 | $57,978 | — | — |
| 2023 | $107,141 | $57,734 | $48,547 | — | — |
| 2022 | $89,615 | $51,068 | $38,547 | — | — |