Plan Snapshot
- Plan Sponsor: Zumba Fitness, LLC
- Sponsor EIN: 204276132
- Sponsor Address: 800 SILKS RUN, HALLANDALE, FL, 33009
- Plan Type: 401(k)
- Total Participants: 152
- Total Assets: $23.7M
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 | 152 | $23.7M | $554,203 | $1.1M |
| 2023 | 161 | $19.8M | $538,180 | $1.0M |
| 2022 | 171 | $16.6M | $577,443 | $1.1M |
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 |
|---|---|---|---|---|
| CROWE LLP | 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 | $47,890 | $27,170 | $20,720 | — | — |
| 2023 | $45,011 | $22,686 | $22,325 | — | — |
| 2022 | $44,306 | $21,591 | $22,715 | — | — |