Zelle 401(k) match, vesting and fees
What Zelle's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Bergankdv, Ltd. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Plan history
Plan assets went from $58.7M at the end of plan year 2021 to $69.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 99 | $69.5M | $2.1M | $21,795 | 0.15% | Not published | Form 5500 ↗ |
| 2023 | 126 | $60.1M | $1.7M | $13,576 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 116 | $47.5M | $1.6M | $14,480 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 119 | $58.7M | $1.6M | $13,459 | 0.14% | Not published | Form 5500 ↗ |
Other Zelle plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Zelle LLP Associate 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Zelle match 401(k) contributions?
The match terms for the Zelle LLP Profit Sharing/401(K) Plan have not been published from its filing yet. The plan year 2024 filing reports $2.1M in employer contributions, about $21,795 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zelle 401(k) match vested?
The vesting schedule for the Zelle LLP Profit Sharing/401(K) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zelle 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Zelle LLP.
I left Zelle. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zelle LLP, (612) 339-2020) or the recordkeeper, Empower Annuity Insurance Company O. The Zelle old 401(k) page lists the contacts from every plan filing. Find an old Zelle 401(k)
Data from the public Form 5500 annual reports Zelle filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Zelle. Not financial advice. Report a correction · Methodology