# Zywave, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zywave-inc-401k-plan

> Zywave, INC.'s 401(k) plan: 545 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/vrakas-cpas-advisors) — 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|—|—|

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