# Zoom Video Communications, INC. DC Plan
Source: https://planprovider.pro/companies/zoom-video-communications-inc-plan-001

> Zoom Video Communications, INC.'s DC plan: 3,593 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — ADVISOR\INVESTMENT ADV

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [HOOD & STRONG, LLP](https://planprovider.pro/provider/hood-and-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|—|—|—|

## Similar Plans

- [Okta, INC.](https://planprovider.pro/companies/okta-inc-plan-001) — 3,718 participants

- [Samsara INC.](https://planprovider.pro/companies/samsara-inc-401k-plan) — 2,550 participants

- [The Aerospace Corporation](https://planprovider.pro/companies/the-aerospace-corporation-401k-plan) — 4,667 participants

- [Mh Sub I LLC](https://planprovider.pro/companies/mh-sub-i-llc-401k-plan) — 4,909 participants

- [Align Technology, INC.](https://planprovider.pro/companies/align-technology-inc-401k-plan) — 1,988 participants

- [Host Healthcare, INC.](https://planprovider.pro/companies/host-healthcare-inc-401k-plan) — 1,948 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zoom-video-communications-inc-plan-001)

© 2026 PlanProvider.Pro