# Zoo Med Laboratories INC 401(k) Plan
Source: https://planprovider.pro/companies/zoo-med-laboratories-inc-401k-plan

> Zoo Med Laboratories INC's 401(k) plan: 152 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| PENSIONMARK FINANCIAL GROUP, LLC|ADVISOR|$36,130|—|$36,130|

| 401K GENERATION|CONTRACT ADMINISTRATOR|$17,298|—|$17,298|

| PAYCHEX, INC.|RECORDKEEPER|$17,064|—|$17,064|

| CALIBER AUDIT & ATTEST, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [CALIBER AUDIT & ATTEST, LLP](https://planprovider.pro/provider/caliber-audit-and-attest-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $70,492

- **Estimated Expense Ratio:** 0.818% 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|$71,352|$36,130|$34,362|—|—|

| 2023|$59,546|$29,213|$29,473|—|—|

| 2022|$56,608|$27,435|$29,173|—|—|

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