# Zt Motors Of Fort Walton, LP 401(k) Plan
Source: https://planprovider.pro/companies/zt-motors-of-fort-walton-lp-401k-plan

> Zt Motors Of Fort Walton, LP's 401(k) plan: 425 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zt Motors Of Fort Walton, LP

- **Sponsor EIN:** 471873593

- **Sponsor Address:** 777 BEAL PARKWAY, FORT WALTON BEACH, FL, 32547

- **Plan Type:** 401(k)

- **Total Participants:** 425

- **Total Assets:** $8.1M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|425|$8.1M|$131,349|$721,635|

| 2023|217|$7.9M|$156,353|$718,119|

| 2022|236|$8.0M|$285,727|$841,136|

## 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|

| STIFEL NICOLAUS & COMPANY INC.|SERVICE PROVIDER|—|$25,596|$25,596|

| UNITED BENEFIT PENSIONS, INC.|TPA|—|$7,076|$7,076|

| CROWE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STIFEL NICOLAUS & COMPANY INC.](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — SERVICE PROVIDER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $32,672

- **Estimated Expense Ratio:** 0.405% 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|$20,100|—|$20,100|—|—|

| 2023|$32,470|—|$32,470|—|—|

| 2022|$13,040|—|$13,040|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zt-motors-of-fort-walton-lp-401k-plan)

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