Plan Snapshot
- Plan Sponsor: Zywave, INC.
- Sponsor EIN: 391810743
- Sponsor Address: 10100 INNOVATION DR SUITE 300, MILWAUKEE, WI, 53226
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $66.0M
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. |
|---|---|---|---|---|
| 2024 | 545 | $66.0M | $1.5M | $5.6M |
| 2023 | 662 | $57.3M | $1.7M | $6.4M |
| 2022 | 861 | $46.8M | $2.0M | $6.7M |
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 |
|---|---|---|---|---|
| VRAKAS S.C. | Auditor | $12,600 | — | $12,600 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,600
- Estimated Expense Ratio: 0.019% 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 | $116,978 | $25,000 | — | $12,600 | — |
| 2023 | $98,988 | $24,980 | — | — | — |
| 2022 | $81,790 | $24,946 | $56,844 | — | — |