Plan Snapshot
- Plan Sponsor: Zumiez INC
- Sponsor EIN: 911040022
- Sponsor Address: 4001 204TH STREET SW, LYNNWOOD, WA, 98036
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 2,755
- Total Assets: $76.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 2,755 | $76.9M | $0 | $0 |
| 2024 | 1,590 | $64.9M | $702,000 | $4.5M |
| 2023 | 2,260 | $58.2M | $500,000 | $4.4M |
| 2022 | 1,539 | $47.5M | $680,000 | $4.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $145,881 | — | $145,881 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $145,881
- Estimated Expense Ratio: 0.190% 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 |
|---|---|---|---|---|---|
| 2025 | $6,577,718 | — | — | — | — |
| 2024 | $180,063 | — | — | — | — |
| 2023 | $203,336 | — | — | — | — |
| 2022 | $200,816 | — | $200,416 | — | — |