Plan Ledger DOL Form 5500 · updated monthly

Zoominfo Technologies LLC401(k)

ZOOMINFO 401(K) PLAN · VANCOUVER, WA · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Zoominfo Technologies LLC reported $402,478 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,143 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.32% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 110th-largest of 1,714 plans among Washington employers on file, and the 847th of 11,654 in professional & technical services. In 2024, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$188,426,917
Participants with balances3,164
Active participants2,634
Employer contributions$10,913,477
Employee contributions$28,522,937
Employer contribution per active participant$4,143
Average account balance$59,553
Benefits paid to participants$17,385,737
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$188.4M · 3,164 accts · $10.9M emplr
2023$135.6M · 2,994 accts · $10.1M emplr
2022$87.1M · 2,538 accts · $8.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$230,492
Investment management$171,986
Total administrative$402,478
The Zoominfo Technologies LLC 401(k) match · 2024
Employer contribution per active participant$4,143
Median for plans this size$3,635
2024$4,143 per active participant
2023$3,925 per active participant
2022$3,166 per active participant

Zoominfo Technologies LLC's 2024 employer contribution ran above the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$230,492
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$129,597
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$42,389

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$402,478 · 0.25%
2023$301,998 · 0.27%
2022$248,781 · 0.32%
Same employer
Similar plansProfessional & Technical Services · Washington
Kpff, Inc. WA$219.6M · 0.10%
Coffman Engineers, Inc. WA$207.1M · 0.01%
Nbbj Design WA$193.8M · 0.03%
Veeam Software Corporation WA$191.4M · 0.02%
Parametrix, Inc. WA$159.2M · 0.06%
Insitu, Inc. WA$158.4M · 0.12%
Point B, Inc. WA$152.2M · 0.04%
Allen Institute WA$149.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831896756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.