ZOTEC PARTNERS, LLC 401(K) PLAN

At the end of 2022, the total retirement plan assets of ZOTEC PARTNERS, LLC 401(K) PLAN is $76,027,327.This plan was established in 1999.

At the end of 2022, the total number of retirement plan participants in ZOTEC PARTNERS, LLC 401(K) PLAN is 1357

In 2022, the average participant retirement account value for ZOTEC PARTNERS, LLC 401(K) PLAN is $56,026

In 2022, the estimated average employee contribution amount per participant for ZOTEC PARTNERS, LLC 401(K) PLAN is $5,810

In 2022, the estimated average employer match for an employee in ZOTEC PARTNERS, LLC 401(K) PLAN is approximately $1,593

In 2022, ZOTEC PARTNERS, LLC 401(K) PLAN allocates $2,162,546 to match its employees’ contributions, providing an employer match rate of 31.34% of their contributions

In 2022, the total retirement plan asset growth rate of ZOTEC PARTNERS, LLC 401(K) PLAN is -13.10%

In 2022, the estimated aggregate retirement account investment gain/loss for ZOTEC PARTNERS, LLC 401(K) PLAN is -17.95%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZOTEC PARTNERS, LLC 401(K) PLAN is 0.09%.

Enrollment Features

ZOTEC PARTNERS, LLC 401(K) PLAN has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.