# Zuora, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zuora-inc-205530976-001

> Zuora, INC.'s 401(k) plan: 633 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zuora, INC.

- **Sponsor EIN:** 205530976

- **Sponsor Address:** 101 REDWOOD SHORES PKWY, REDWOOD CITY, CA, 94065

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

- **Plan Number:** 001

- **Total Participants:** 633

- **Total Assets:** $99.8M

## 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.|

| 2024|633|$99.8M|$0|$10.4M|

| 2023|705|$81.3M|$2.1M|$10.8M|

| 2022|721|$65.1M|$0|$11.1M|

## 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|

| UBS FINANCIAL SERVICES INC|Investment Advisor|$104,301|—|$104,301|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$9,548|—|$9,548|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — Investment Advisor

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $113,849

- **Estimated Expense Ratio:** 0.114% 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|$113,849|$104,301|$300|—|—|

| 2023|$92,831|$86,185|$1,200|—|—|

| 2022|$94,549|—|—|—|—|

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