Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › ZenBusiness
ZenBusiness 401(k)
- Professional, scientific, and technical services
- Austin, TX
- EIN 47-3392979
- 1 plan with Schedule H financials
- Plan year 2024
- ZenBusiness Inc.
- filed as Zenbusiness Inc
Total assets, end of year · Zenbusiness Inc 401(k) Plan · plan year 2024
$10,034,173
442 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250801095333NAL0003139331001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801095333NAL0003139331001, received 2025-08-01
Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-01.
Cost and contributions
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 442
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250801095333NAL0003139331001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801095333NAL0003139331001, received 2025-08-01
Administrative expenses per participant
$38.48
Higher than 14% of the 25,098 plans $10 to 50M that report it.
Source
= $17,008 / 442
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250801095333NAL0003139331001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801095333NAL0003139331001, received 2025-08-01
Administrative expenses as a share of assets
0.170%
Higher than 30% of the 25,132 plans $10 to 50M that report it.
Source
= $17,008 / $10,034,173
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250801095333NAL0003139331001, received 2025-08-01
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250801095333NAL0003139331001, received 2025-08-01
Employer contributions per participant
$3,290
Higher than 77% of the 24,050 plans $10 to 50M that report it.
Source
= $1,454,000 / 442
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250801095333NAL0003139331001, received 2025-08-01
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801095333NAL0003139331001, received 2025-08-01
Employer share of total contributions
23.8%
Higher than 36% of the 24,084 plans $10 to 50M that report it.
Source
= $1,454,000 / $6,098,123
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250801095333NAL0003139331001, received 2025-08-01
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250801095333NAL0003139331001, received 2025-08-01
Plan terms, as stated in ZenBusiness Inc.'s SEC filings
Plan terms are not published in public filings.
Plan features
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250801095333NAL0003139331001, received 2025-08-01
Full record, Zenbusiness Inc 401(k) Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ZENBUSINESS INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Plan name | ZENBUSINESS INC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Sponsor EIN / plan number | 47-3392979 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Sponsor location | AUSTIN, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Industry (business code) | 541990, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Filing received | 2025-08-01 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Participants, beginning of year | 444 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Active participants | 364 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Participants, end of year | 481 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Participants with an account balance | 442 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Total assets, beginning of year | $3,998,340 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Total assets, end of year | $10,034,173 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Net assets, end of year | $10,034,173 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Total income | $6,999,143 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Net income | $6,035,833 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Employer contributions | $1,454,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Participant contributions | $3,826,220 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Other contributions (incl. rollovers) | $817,903 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Total contributions | $6,098,123 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Benefit payments | $946,302 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Total expenses (incl. benefit payments) | $963,310 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Total administrative expenses | $17,008 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Investment advisory and management fees | $17,008 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Held in mutual funds | $9,826,197 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250801095333NAL0003139331001, received 2025-08-01 |
| Independent auditor | PEGGY S. EDGE CPA, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250801095333NAL0003139331001, received 2025-08-01 |
Position = column in the DOL layout for form year 2024. Filing 20250801095333NAL0003139331001, received 2025-08-01.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| HUMAN INTEREST ADVISORS INCrecordkeeper | RECORDKEEPER | 13 Contract administrator; 27 Investment advisory (plan); 51 Investment management fees paid directly by plan; 15 Recordkeeping and information management | $17,008 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250801095333NAL0003139331001, received 2025-08-01.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,998,340 | $10,034,173 | 151.0% |
| Participants with a balance | 397 | 442 | 11.3% |
| Administrative expenses | $1,378 | $17,008 | 1134.3% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $714,903 | $1,454,000 | 103.4% |
Prior filing 20240918090834NAL0009138082001, received 2024-09-18; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: ZENBUSINESS INC; SEC registrant: ZenBusiness Inc. (CIK 1667806, matched by EIN).