Plan Snapshot
- Plan Sponsor: Zone & Company Software Consulting LLC
- Sponsor EIN: 462031056
- Sponsor Address: 800 BOYLSTON ST FL 16, BOSTON, MA, 02199
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 128 | $7.3M | $654,825 | $1.3M |
| 2023 | 138 | $5.6M | $668,881 | $1.2M |
| 2022 | 197 | $3.4M | $641,208 | $1.2M |
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 |
|---|---|---|---|---|
| BRITT & COMPANY CPA LLC | 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 | $25,319 | $18,642 | — | — | — |
| 2023 | $15,383 | $5,913 | — | — | — |
| 2022 | — | — | — | — | — |