401k Record

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Zume 401(k)

Recordkeeping fees per participant · Zume, Inc. 401(k) Plan · plan year 2023

$174.68

Higher than 89% of the 8,500 plans $1 to 10M that report it.

Source

= $24,804 / 142
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241015234040NAL0015539315001, received 2024-10-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015234040NAL0015539315001, received 2024-10-16

10th: $8.53median $58.0190th: $178.81

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 2023-01-01 to 2023-12-31, filing received 2024-10-16.

Cost and contributions

Administrative expenses excluding investment management, per participant

$391.93

10th: $10.83median $92.8690th: $271.69

Higher than 97% of the 17,126 plans $1 to 10M that report it.

Source

= $55,654 / 142
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241015234040NAL0015539315001, received 2024-10-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015234040NAL0015539315001, received 2024-10-16

Administrative expenses per participant

$391.93

10th: $16.05median $134.8990th: $338.53

Higher than 94% of the 17,762 plans $1 to 10M that report it.

Source

= $55,654 / 142
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241015234040NAL0015539315001, received 2024-10-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015234040NAL0015539315001, received 2024-10-16

Administrative expenses as a share of assets

2.275%

10th: 0.056%median 0.483%90th: 1.081%

Higher than 99% of the 17,798 plans $1 to 10M that report it.

Source

= $55,654 / $2,446,203
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241015234040NAL0015539315001, received 2024-10-16
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241015234040NAL0015539315001, received 2024-10-16

Employer contributions per participant

$0

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / 142
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241015234040NAL0015539315001, received 2024-10-16
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015234040NAL0015539315001, received 2024-10-16

Employer share of total contributions

0.0%

Fewer than 50 comparable plans report this figure; no percentile.

Source

= $0 / $314,779
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241015234040NAL0015539315001, received 2024-10-16
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241015234040NAL0015539315001, received 2024-10-16

Plan terms, as stated in Zume, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 2E profit-sharing · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20241015234040NAL0015539315001, received 2024-10-16

Full record, Zume, Inc. 401(k) Plan

FieldValueSource
Plan sponsorZUME, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20241015234040NAL0015539315001, received 2024-10-16
Plan nameZUME, INC. 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20241015234040NAL0015539315001, received 2024-10-16
Sponsor EIN / plan number47-4609168 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20241015234040NAL0015539315001, received 2024-10-16
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20241015234040NAL0015539315001, received 2024-10-16
Sponsor locationCAMARILLO, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20241015234040NAL0015539315001, received 2024-10-16
Industry (business code)722513, Accommodation and food servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20241015234040NAL0015539315001, received 2024-10-16
Plan year2023-01-01 to 2023-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20241015234040NAL0015539315001, received 2024-10-16
Filing received2024-10-16Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20241015234040NAL0015539315001, received 2024-10-16
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20241015234040NAL0015539315001, received 2024-10-16
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20241015234040NAL0015539315001, received 2024-10-16
Participants, beginning of year292Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20241015234040NAL0015539315001, received 2024-10-16
Active participants26Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20241015234040NAL0015539315001, received 2024-10-16
Participants, end of year168Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20241015234040NAL0015539315001, received 2024-10-16
Participants with an account balance142Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20241015234040NAL0015539315001, received 2024-10-16
Total assets, beginning of year$4,691,092Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20241015234040NAL0015539315001, received 2024-10-16
Total assets, end of year$2,446,203Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20241015234040NAL0015539315001, received 2024-10-16
Net assets, end of year$2,446,203Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20241015234040NAL0015539315001, received 2024-10-16
Total income$945,991Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20241015234040NAL0015539315001, received 2024-10-16
Net income$-2,244,889Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20241015234040NAL0015539315001, received 2024-10-16
Employer contributions$0Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20241015234040NAL0015539315001, received 2024-10-16
Participant contributions$290,669Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20241015234040NAL0015539315001, received 2024-10-16
Other contributions (incl. rollovers)$24,110Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20241015234040NAL0015539315001, received 2024-10-16
Total contributions$314,779Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20241015234040NAL0015539315001, received 2024-10-16
Benefit payments$3,126,770Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20241015234040NAL0015539315001, received 2024-10-16
Total expenses (incl. benefit payments)$3,190,880Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20241015234040NAL0015539315001, received 2024-10-16
Total administrative expenses$55,654Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20241015234040NAL0015539315001, received 2024-10-16
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20241015234040NAL0015539315001, received 2024-10-16
Recordkeeping fees$24,804Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20241015234040NAL0015539315001, received 2024-10-16
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20241015234040NAL0015539315001, received 2024-10-16
Investment advisory and management fees$0Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20241015234040NAL0015539315001, received 2024-10-16
Administrative expenses excluding investment management$55,654derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20241015234040NAL0015539315001, received 2024-10-16
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20241015234040NAL0015539315001, received 2024-10-16
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20241015234040NAL0015539315001, received 2024-10-16
Held in mutual funds$2,415,683Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20241015234040NAL0015539315001, received 2024-10-16
Independent auditorSENSIBA LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20241015234040NAL0015539315001, received 2024-10-16

Position = column in the DOL layout for form year 2023. Filing 20241015234040NAL0015539315001, received 2024-10-16.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
BENEFITS COORDINATORS, INC.CONSULTANT 49 Other services $30,850no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $24,804yes

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 20241015234040NAL0015539315001, received 2024-10-16.

No filing for the previous plan year is in the data, so there is no year-over-year comparison.

Alerts, claims and corrections

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Sponsor name as filed: ZUME, INC.; SEC registrant: Zume, Inc. (CIK 1690914, matched by EIN).