Zone & Company Software Consulting 401(k) match, vesting and fees
What Zone & Company Software Consulting'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Britt & Company Cpa LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Zone & Company Software Consulting: employer contribution per participant | $3,618 | |
| Peer median | $2,521 |
| Zone & Company Software Consulting: average balance | $40,583 | |
| Peer median | $75,833 |
| Zone & Company Software Consulting: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $1.5M at the end of plan year 2021 to $7.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 181 | $7.3M | $655K | $3,618 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 176 | $5.6M | $669K | $3,800 | 0.34% | Not published | Form 5500 ↗ |
| 2022 | 231 | $3.4M | $641K | $3,255 | 0.33% | Not published | 5500-SF ↗ |
| 2021 | 100 | $1.5M | $0 | $0 | 0.30% | Not published | 5500-SF ↗ |
Common questions
Does Zone & Company Software Consulting match 401(k) contributions?
The match terms for the Zone & Co 401(k) P/S Plan have not been published from its filing yet. The plan year 2024 filing reports $655K in employer contributions, about $3,618 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zone & Company Software Consulting 401(k) match vested?
The vesting schedule for the Zone & Co 401(k) P/S Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zone & Company Software Consulting 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Zone & Company Software Consulting LLC.
I left Zone & Company Software Consulting. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zone & Company Software Consulting LLC, (617) 203-6748) or the recordkeeper, Fidelity Investments Institutional. The Zone & Company Software Consulting old 401(k) page lists the contacts from every plan filing. Find an old Zone & Company Software Consulting 401(k)
Data from the public Form 5500 annual reports Zone & Company Software Consulting 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 Zone & Company Software Consulting. Not financial advice. Report a correction · Methodology