Plan Snapshot
- Plan Sponsor: Zoom Video Communications, INC.
- Sponsor EIN: 611648780
- Sponsor Address: 55 ALMADEN BLVD. SUITE 600, SAN JOSE, CA, 95113
- Plan Type: DC
- Total Participants: 3,593
- Total Assets: $379.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 3,593 | $379.0M | $9.8M | $60.0M |
| 2023 | 3,803 | $282.3M | $14.6M | $55.6M |
| 2022 | 4,661 | $179.9M | $4.7M | $54.7M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $334,724 | — | $334,724 |
| SAGEVIEW ADVISORY GROUP LLC | ADVISOR\INVESTMENT ADV | $42,000 | — | $42,000 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $40,653 | — | $40,653 |
| HOOD & STRONG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SAGEVIEW ADVISORY GROUP LLC — ADVISOR\INVESTMENT ADV
- STRATEGIC ADVISORS, INC. — ADVISOR
- HOOD & STRONG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $417,377
- Estimated Expense Ratio: 0.110% 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 | $415,586 | $82,653 | — | — | — |
| 2023 | $332,827 | $50,936 | — | — | — |
| 2022 | $302,356 | $2,958 | — | — | — |