Retirement plan

ZILLIANT, INC. 401K PLAN

Name: ZILLIANT, INC. - ZILLIANT, INC. 401K PLAN (2024) Form 5500
Creator: ZILLIANT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZILLIANT, INC. 401K PLAN, ZILLIANT, INC.

ZILLIANT, INC.EIN 74-2896670Plan #001PY 2024

720 BRAZOS STREET, SUITE 600 - AUSTIN, TX 78701512-531-8500zilliant.comLinkedIn201-500 employeescomputer software

Prospect flagsCorrective distributions

Top hat statement on fileNQDC

Filed August 12, 1

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$24.6M

+13.7% from 2023

Total participants

234

-4.1% from 2023

Average account balance

$129,293

+24.5% from 2023

Annual return

16.79%

-2.53 pp from 2023

Benchmarks

See 1,011 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort1,011 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$24.57M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$129K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

190

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

72.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.83M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+16.79%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$15

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP10+ years Service code 12 · EIN 93-1253576	Direct payment from the plan; Sub-tra...	$7,984
RELIANCE TRUST COMPANY3 years Service code 19 · EIN 58-1428634	Securities Custodian	$7,638

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$3K

$18 / participant

Contract admin$3K100.0%

% of EOY assets

0.012%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ARMANINO, LLP
Auditor EIN: 332514127
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$129,293

$79,089+63.5%

$100,392+28.8%

$74,459+73.6%

Participation rate

72.3%

79.4%-7.1pp

81.5%-9.2pp

67.2%+5.1pp

Annual return

16.79%

20.61%-3.8pp

49.45%-32.7pp

1369.70%-1352.9pp

Employer contribution / active EE

$3,688

$3,015+22.3%

$3,941-6.4%

$2,626+40.4%

Participant deferral / active EE

$14,083

$7,747+81.8%

$8,090+74.1%

$4,350+223.8%

Admin fee / account holder

$15

$1,336-98.9%

$7,904-99.8%

$1,945-99.2%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP10+ years

Service code 12 · EIN 93-1253576

Direct payment from the plan; Sub-tra...

$7,984

RELIANCE TRUST COMPANY3 years

Service code 19 · EIN 58-1428634

Securities Custodian

$7,638

ZILLIANT, INC. 401K PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZILLIANT, INC. 401K PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion