ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST

At the end of 2022, the total retirement plan assets of ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is $8,180,095.This plan was established in 2011.

At the end of 2022, the total number of retirement plan participants in ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is 191

In 2022, the average participant retirement account value for ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is $42,827

In 2022, the estimated average employee contribution amount per participant for ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is $6,281

In 2022, the estimated average employer match for an employee in ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is approximately $3,319

In 2022, ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST allocates $634,119 to match its employees’ contributions, providing an employer match rate of 48.77% of their contributions

In 2022, the total retirement plan asset growth rate of ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is -5.03%

In 2022, the estimated aggregate retirement account investment gain/loss for ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is -16.93%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST is 0.48%.

Enrollment Features

ZESTFINANCE, INC. D/B/A ZEST AI 401K PROFIT SHARING PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.