Plan Snapshot
- Plan Sponsor: Zters, INC. Dba Waste Value
- Sponsor EIN: 270743036
- Sponsor Address: 13727 OFFICE PARK DRIVE, HOUSTON, TX, 77070
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $5.8M
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 | 155 | $5.8M | $333,750 | $519,350 |
| 2023 | 169 | $4.6M | $350,685 | $523,851 |
| 2022 | 162 | $9.2M | $456,653 | $384,885 |
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 |
|---|---|---|---|---|
| WITHUMSMITH+BROWN | Auditor | $16,899 | — | $16,899 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WITHUMSMITH+BROWN — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,899
- Estimated Expense Ratio: 0.291% 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 | $27,450 | $2,501 | $7,400 | $16,899 | — |
| 2023 | $4,419 | $1,269 | $2,900 | — | — |
| 2022 | $99,168 | — | $2,717 | — | — |