Zerofox 401(k) Plan
Sponsored by Zerofox, Inc. · EIN 461796885 · Plan #001
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 280
- With balances
- 438
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $131,323 |
| Wells Fargo Clearing Services Llc | Investment advisory (plan), Other fees | $0 |
| Creative Planning, Inc. | Investment advisory (plan), Other fees | $0 |