Plan Snapshot
- Plan Sponsor: Zones, LLC
- Sponsor EIN: 911431894
- Sponsor Address: 1102 15TH ST SW, SUITE 102, AUBURN, WA, 98001
- Plan Type: 401(k)
- Total Participants: 1,116
- Total Assets: $109.1M
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 | 1,116 | $109.1M | $1.5M | $7.6M |
| 2023 | 941 | $100.4M | $1.3M | $7.9M |
| 2022 | 1,222 | $84.1M | $1.7M | $8.1M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | 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 | $119,050 | $93,333 | $3,625 | — | — |
| 2023 | $442,828 | — | $442,620 | — | — |
| 2022 | $123,880 | — | $122,480 | — | — |