Zoominfo 401(K) Plan — Form 5500 plan (Zoominfo Technologies LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zoominfo 401(K) Plan is a benefit plan reported by Zoominfo Technologies LLC under EIN 83-1896756 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,240 participants and $135,620,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zoominfo Technologies LLC
- EIN
- 83-1896756
- Plan number
- 001
- Plan type
- 2
- Location
- Vancouver, WA
- Latest filing year
- 2023
- Participants
- 3,240
- End-of-year plan assets
- $135,620,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,240 | H, C | 20250612161149NAL0017177073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $135,620,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $135,620,258
- Net assets (BOY)
- $87,058,455
Income & contributions
- Employer contributions
- $10,080,268
- Participant contributions
- $25,744,321
- Total contributions
- $41,715,900
- Total income / additions
- $61,670,516
Expenses & distributions
- Benefits paid
- $12,794,880
- Administrative expenses
- $301,998
- Total expenses
- $13,108,713
- Net increase / (decrease)
- $48,561,803
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $154,842 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISOR | $122,334 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $24,822 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zoominfo Technologies LLC
- 2023 Form 5500 filing
- Form 5500 filings in WA
- 401(k) and benefit plan filings in Vancouver, WA
- Fidelity Investments Institutional — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation