Zoot Enterprises 401(k) match, vesting and fees
What Zoot Enterprises' 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 | Wipfli Advisory LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Zoot Enterprises: employer contribution per participant | — | |
| Peer median | $2,719 |
| Zoot Enterprises: average balance | $96,299 | |
| Peer median | $85,424 |
| Zoot Enterprises: admin expenses ÷ assets | 0.23% | |
| 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 $34.5M at the end of plan year 2021 to $44.5M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 482 | $44.5M | — | — | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 454 | $42.5M | $572K | $1,297 | 0.27% | Not published | Form 5500 ↗ |
| 2023 | 476 | $37.3M | $994K | $2,175 | 0.26% | Not published | Form 5500 ↗ |
| 2022 | 503 | $29.7M | $961K | $2,062 | 0.30% | Not published | Form 5500 ↗ |
| 2021 | 471 | $34.5M | $894K | $1,979 | 0.33% | Not published | Form 5500 ↗ |
Common questions
Does Zoot Enterprises match 401(k) contributions?
The match terms for the Zoot Enterprises 401(k) Profit Sharing Plan have not been published from its filing yet.
When is the Zoot Enterprises 401(k) match vested?
The vesting schedule for the Zoot Enterprises 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zoot Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Fidelity Investments Institutional. The plan administrator is Zoot Enterprises Inc.
I left Zoot Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zoot Enterprises Inc, (406) 556-7446) or the recordkeeper, Fidelity Investments Institutional. The Zoot Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Zoot Enterprises 401(k)
Data from the public Form 5500 annual reports Zoot Enterprises filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Zoot Enterprises. Not financial advice. Report a correction · Methodology