Employers › Zift Solutions
Recordkeeping fees per participant · Zift Solutions 401(k) Plan · plan year 2024
$8.78
Higher than 8% of the 7,477 plans $1 to 10M that report it.
= $931 / 106
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922134118NAL0005304625001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922134118NAL0005304625001, received 2025-09-22
Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-09-22.
Administrative expenses excluding investment management, per participant
$71.19
Higher than 39% of the 14,713 plans $1 to 10M that report it.
= $7,546 / 106
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922134118NAL0005304625001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922134118NAL0005304625001, received 2025-09-22
Administrative expenses per participant
$233.55
Higher than 70% of the 15,210 plans $1 to 10M that report it.
= $24,756 / 106
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922134118NAL0005304625001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922134118NAL0005304625001, received 2025-09-22
Administrative expenses as a share of assets
0.467%
Higher than 45% of the 15,243 plans $1 to 10M that report it.
= $24,756 / $5,300,072
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922134118NAL0005304625001, received 2025-09-22
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922134118NAL0005304625001, received 2025-09-22
Employer contributions per participant
$2,074
Higher than 75% of the 13,342 plans $1 to 10M that report it.
= $219,830 / 106
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922134118NAL0005304625001, received 2025-09-22
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922134118NAL0005304625001, received 2025-09-22
Employer share of total contributions
27.8%
Higher than 46% of the 13,370 plans $1 to 10M that report it.
= $219,830 / $791,664
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922134118NAL0005304625001, received 2025-09-22
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922134118NAL0005304625001, received 2025-09-22
Plan terms are not published in public filings.
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) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250922134118NAL0005304625001, received 2025-09-22
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ZIFT SOLUTIONS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Plan name | ZIFT SOLUTIONS 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Sponsor EIN / plan number | 20-4506719 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Sponsor location | CARY, NC | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Industry (business code) | 541519, Professional, scientific, and technical services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Filing received | 2025-09-22 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Participants, beginning of year | 126 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Active participants | 51 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Participants, end of year | 111 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Participants with an account balance | 106 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Total assets, beginning of year | $5,138,710 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Total assets, end of year | $5,300,072 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Net assets, end of year | $5,300,072 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Total income | $1,522,858 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Net income | $161,362 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Employer contributions | $219,830 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Participant contributions | $523,124 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Other contributions (incl. rollovers) | $48,710 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Total contributions | $791,664 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Benefit payments | $1,336,740 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Total expenses (incl. benefit payments) | $1,361,496 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Total administrative expenses | $24,756 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Recordkeeping fees | $931 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| IQPA audit fees | $6,615 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Investment advisory and management fees | $17,210 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Administrative expenses excluding investment management | $7,546 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Held in common/collective trusts | $40,831 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Held in mutual funds | $5,235,631 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250922134118NAL0005304625001, received 2025-09-22 |
| Independent auditor | FORVIS MAZARS, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250922134118NAL0005304625001, received 2025-09-22 |
Position = column in the DOL layout for form year 2024. Filing 20250922134118NAL0005304625001, received 2025-09-22.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | ADVISOR | 27 Investment advisory (plan) | $17,210 | no |
| FORVIS | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $6,615 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $931 | yes |
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 20250922134118NAL0005304625001, received 2025-09-22.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $5,138,710 | $5,300,072 | 3.1% |
| Participants with a balance | 118 | 106 | -10.2% |
| Administrative expenses | $21,598 | $24,756 | 14.6% |
| Recordkeeping fees per participant | $8.42 | $8.78 | 4.3% |
| Employer contributions | $36,415 | $219,830 | 503.7% |
Prior filing 20241015070749NAL0048359312001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: ZIFT SOLUTIONS, INC.; SEC registrant: Zift Solutions Inc. (CIK 1492064, matched by EIN).