Plan Snapshot
- Plan Sponsor: Zspace, INC.
- Sponsor EIN: 352284050
- Sponsor Address: 2050 GATEWAY PL, SAN JOSE, CA, 95110
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $15.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 85 | $15.6M | $1.1M | $144,152 |
| 2023 | 75 | $12.5M | $126,918 | $1.1M |
| 2022 | 90 | $9.1M | $124,733 | $902,232 |
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 |
|---|---|---|---|---|
| ABBOTT, STRINGHAM & LYNCH | Auditor | — | — | $0 |
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 | $2,408 | $2,125 | — | — | — |
| 2023 | $436 | $323 | — | — | — |
| 2022 | $12,022 | — | $9,707 | — | — |