Plan Snapshot
- Plan Sponsor: Zwift, INC.
- Sponsor EIN: 812798595
- Sponsor Address: 111 W OCEAN BOULEVARD # 1800, LONG BEACH, CA, 90802
- Plan Type: 401(k)
- Plan Number: 011
- Total Participants: 421
- Total Assets: $36.2M
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. |
|---|---|---|---|---|
| 2025 | 421 | $36.2M | $0 | $0 |
| 2024 | 204 | $29.9M | $1.9M | $3.1M |
| 2023 | 316 | $27.9M | $2.5M | $3.9M |
| 2022 | 348 | $18.8M | $2.7M | $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 |
|---|---|---|---|---|
| THE BALDWIN GROUP WEALTH ADVISORS | Investment Advisor | $77,640 | — | $77,640 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $52,086 | — | $52,086 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $8,435 | — | $8,435 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $138,161
- Estimated Expense Ratio: 0.381% 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 | $3,809,849 | $86,075 | — | — | — |
| 2024 | $129,504 | $80,153 | — | — | — |
| 2023 | $134,231 | $74,248 | — | — | — |
| 2022 | $116,011 | $4,985 | — | — | — |