Plan Snapshot
- Plan Sponsor: Zoominfo Technologies LLC
- Sponsor EIN: 831896756
- Sponsor Address: 805 BROADWAY ST, VANCOUVER, WA, 98660
- Plan Type: 401(k)
- Total Participants: 2,634
- Total Assets: $188.4M
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 | 2,634 | $188.4M | $10.9M | $28.5M |
| 2023 | 2,568 | $135.6M | $10.1M | $25.7M |
| 2022 | 2,670 | $87.1M | $8.5M | $22.5M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $402,478 | $171,986 | $300 | — | — |
| 2023 | $301,998 | $24,822 | — | — | — |
| 2022 | $248,781 | $11,453 | — | — | — |