Plan Snapshot
- Plan Sponsor: Zoo Med Laboratories INC
- Sponsor EIN: 330265900
- Sponsor Address: 3650 SACRAMENTO DR, SAN LUIS OBISPO, CA, 934017113
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $8.6M
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 | 152 | $8.6M | $110,528 | $446,673 |
| 2023 | 156 | $7.3M | $105,805 | $427,180 |
| 2022 | 169 | $6.0M | $105,857 | $429,787 |
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 |
|---|---|---|---|---|
| CALIBER AUDIT & ATTEST, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CALIBER AUDIT & ATTEST, LLP — Auditor
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 | $71,352 | $36,130 | $34,362 | — | — |
| 2023 | $59,546 | $29,213 | $29,473 | — | — |
| 2022 | $56,608 | $27,435 | $29,173 | — | — |