Plan Snapshot
- Plan Sponsor: Zt Group Int'L, INC.
- Sponsor EIN: 223624064
- Sponsor Address: 333 MEADOWLANDS PARKWAY, SECAUCUS, NJ, 07094
- Plan Type: 401(k)
- Total Participants: 2,146
- Total Assets: $128.4M
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 | 2,146 | $128.4M | $6.8M | $13.6M |
| 2023 | 1,671 | $95.6M | $5.5M | $10.9M |
| 2022 | 1,415 | $67.9M | $4.7M | $9.2M |
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 | $71,426 | — | $71,426 |
| EMPOWER ANNUITY INSURANCE CO. | RECORDKEEPER | $55,839 | — | $55,839 |
| MMA SECURITIES LLC | BROKER/ADVISER | — | $50,543 | $50,543 |
| WITHUMSMITH AND BROWN PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- WITHUMSMITH AND BROWN PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $177,808
- Estimated Expense Ratio: 0.138% 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 | $171,665 | $88,869 | — | — | — |
| 2023 | $97,290 | — | $97,290 | — | — |
| 2022 | $98,945 | — | — | — | $98,945 |