Plan Snapshot
- Plan Sponsor: Zuora, INC.
- Sponsor EIN: 205530976
- Sponsor Address: 101 REDWOOD SHORES PKWY, REDWOOD CITY, CA, 94065
- Plan Type: 401(k)
- 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. |
|---|---|---|---|---|
| 2025 | 633 | $99.8M | $0 | $0 |
| 2024 | 705 | $81.3M | $0 | $0 |
| 2023 | 721 | $65.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 |
|---|---|---|---|---|---|
| 2025 | $113,849 | $104,301 | $300 | — | — |
| 2024 | $92,831 | $86,185 | $1,200 | — | — |
| 2023 | $94,549 | — | — | — | — |