Zayo Group Holdings, Inc. 401(K) Plan — Form 5500 plan (Zayo Group Holdings, Inc.)
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, Zayo Group Holdings, Inc. 401(K) Plan is a benefit plan reported by Zayo Group Holdings, Inc. under EIN 26-1398293 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,072 participants and $316,829,608 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zayo Group Holdings, Inc.
- EIN
- 26-1398293
- Plan number
- 002
- Plan type
- 2
- Location
- Boulder, CO
- Latest filing year
- 2023
- Participants
- 4,072
- End-of-year plan assets
- $316,829,608
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,072 | H, C | 20241004173352NAL0005890755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $316,829,608
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $316,829,608
- Net assets (BOY)
- $268,377,726
Income & contributions
- Employer contributions
- $9,726,980
- Participant contributions
- $26,484,006
- Total contributions
- $40,738,819
- Total income / additions
- $87,610,322
Expenses & distributions
- Benefits paid
- $38,670,383
- Administrative expenses
- $453,132
- Total expenses
- $39,158,440
- Net increase / (decrease)
- $48,451,882
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $251,619 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $80,807 | not reported in the loaded dataset | 2023 |
| Sageview | CONSULTANT | $55,750 | not reported in the loaded dataset | 2023 |
| Bdo | ACCOUNTANT/AUDITOR | $32,930 | not reported in the loaded dataset | 2023 |
| Crowe, Llp | ACCOUNTANT/AUDITOR | $18,900 | not reported in the loaded dataset | 2023 |
| Access Retirement Services, LLC | ACCOUNTANT | $12,880 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zayo Group Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Boulder, CO
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Sageview — Schedule C compensation
- Bdo — Schedule C compensation
- Crowe, Llp — Schedule C compensation
- Access Retirement Services, LLC — Schedule C compensation