Employers › Zones
Recordkeeping fees per participant · Zones, LLC 401(k) Plan · plan year 2024
$11.86
Higher than 12% of the 5,847 plans $50 to 250M that report it.
= $21,867 / 1,844
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250630154839NAL0027846946001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630154839NAL0027846946001, received 2025-06-30
Percentiles compare this plan with the Schedule H plans $50 to 250M 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 2025-06-30.
Administrative expenses excluding investment management, per participant
$13.95
Higher than 9% of the 8,758 plans $50 to 250M that report it.
= $25,717 / 1,844
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250630154839NAL0027846946001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630154839NAL0027846946001, received 2025-06-30
Administrative expenses per participant
$64.56
Higher than 21% of the 9,042 plans $50 to 250M that report it.
= $119,050 / 1,844
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630154839NAL0027846946001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630154839NAL0027846946001, received 2025-06-30
Administrative expenses as a share of assets
0.109%
Higher than 40% of the 9,049 plans $50 to 250M that report it.
= $119,050 / $109,084,085
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630154839NAL0027846946001, received 2025-06-30
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250630154839NAL0027846946001, received 2025-06-30
Employer contributions per participant
$796
Higher than 8% of the 9,105 plans $50 to 250M that report it.
= $1,468,568 / 1,844
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630154839NAL0027846946001, received 2025-06-30
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630154839NAL0027846946001, received 2025-06-30
Employer share of total contributions
15.1%
Higher than 9% of the 9,112 plans $50 to 250M that report it.
= $1,468,568 / $9,739,340
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630154839NAL0027846946001, received 2025-06-30
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250630154839NAL0027846946001, received 2025-06-30
Plan terms are described in Zones, LLC's SEC filings: Form 10-K filed 2008-03-03. No term could be quoted from them with the required precision.
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 · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250630154839NAL0027846946001, received 2025-06-30
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ZONES, LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Plan name | ZONES, LLC 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Sponsor EIN / plan number | 91-1431894 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Sponsor location | AUBURN, WA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Industry (business code) | 443142, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Filing received | 2025-06-30 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Participants, beginning of year | 1,716 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Active participants | 1,116 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Participants, end of year | 2,010 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Participants with an account balance | 1,844 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Total assets, beginning of year | $100,404,535 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Total assets, end of year | $109,084,085 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Net assets, end of year | $109,084,085 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Total income | $22,562,445 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Net income | $8,679,550 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Employer contributions | $1,468,568 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Participant contributions | $7,571,684 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Other contributions (incl. rollovers) | $699,088 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Total contributions | $9,739,340 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Benefit payments | $13,717,985 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Total expenses (incl. benefit payments) | $13,882,895 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Total administrative expenses | $119,050 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Contract administrator fees | $3,625 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Recordkeeping fees | $21,867 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Investment advisory and management fees | $93,333 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Administrative expenses excluding investment management | $25,717 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Held in common/collective trusts | $15,548,648 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Held in mutual funds | $34,230,074 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250630154839NAL0027846946001, received 2025-06-30 |
| Independent auditor | CLARK NUBER P.S. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250630154839NAL0027846946001, received 2025-06-30 |
Position = column in the DOL layout for form year 2024. Filing 20250630154839NAL0027846946001, received 2025-06-30.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| NFP RETIREMENT INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $93,334 | no |
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | RECORDKEEPER | 13 Contract administrator; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees; 37 Participant loan processing | $25,492 | yes |
| KESTRA INVESTMENT SERVICES LLC | INVESTMENT ADVISOR | 55 Other commissions | $0 | 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 20250630154839NAL0027846946001, received 2025-06-30.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $100,404,535 | $109,084,085 | 8.6% |
| Participants with a balance | 1,716 | 1,844 | 7.5% |
| Administrative expenses | $442,828 | $119,050 | -73.1% |
| Recordkeeping fees per participant | not reported | $11.86 | |
| Employer contributions | $1,340,487 | $1,468,568 | 9.6% |
Prior filing 20241015144307NAL0014870051001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: ZONES, LLC; SEC registrant: ZONES INC (CIK 1013786, matched by EIN).