# Zunis Capital Management, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zunis-capital-management-inc-401k-plan

> Zunis Capital Management, INC.'s 401(k) plan: 9 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zunis Capital Management, INC.

- **Sponsor EIN:** 843966404

- **Sponsor Address:** 1924 S UTICA AVENUE., SUITE 530, TULSA, OK, 74104

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

- **Total Participants:** 9

- **Total Assets:** $4.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|9|$4.1M|$37,294|$101,095|

| 2023|9|$3.6M|$34,758|$100,836|

| 2022|8|$3.0M|$35,490|$96,143|

## Similar Plans

- [Price'S Automotive Corporation](https://planprovider.pro/companies/price-s-automotive-corporation-plan) — 8 participants

- [Advancement Group INC](https://planprovider.pro/companies/advancement-group-inc-401k-plan) — 7 participants

- [Ov Cano Corp](https://planprovider.pro/companies/ov-cano-corp-401k-plan) — 20 participants

- [Wbtfm, INC.](https://planprovider.pro/companies/wbtfm-inc-401k-plan) — 54 participants

- [Capital Advisors, INC.](https://planprovider.pro/companies/capital-advisors-inc-plan) — 61 participants

- [Exencial Wealth Advisors](https://planprovider.pro/companies/exencial-wealth-advisors-401k-plan) — 115 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zunis-capital-management-inc-401k-plan)

© 2026 PlanProvider.Pro