Plan Snapshot
- Plan Sponsor: Zs Associates, INC.
- Sponsor EIN: 363249852
- Sponsor Address: 1560 SHERMAN AVENUE, EVANSTON, IL, 60201
- Plan Type: 401(k)
- Total Participants: 2,902
- Total Assets: $658.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,902 | $658.5M | $12.0M | $48.4M |
| 2023 | 3,002 | $528.2M | $13.1M | $46.7M |
| 2022 | 3,155 | $404.5M | $10.9M | $40.4M |
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 |
|---|---|---|---|---|
| DONOVAN CPAS | Auditor | $24,300 | — | $24,300 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,300
- Estimated Expense Ratio: 0.004% 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 | -$321,153 | $50,000 | — | $24,300 | — |
| 2023 | -$179,538 | $50,000 | — | $22,500 | — |
| 2022 | — | — | — | — | — |