# Zone & Company Software Consulting LLC 401(k) Plan
Source: https://planprovider.pro/companies/zone-company-software-consulting-llc-401k-plan

> Zone & Company Software Consulting LLC's 401(k) plan: 128 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|—|

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