Zeta Associates 401(k) Plan: Login, Facts & Contact Information
Zeta Associates 401(k) Login
167 former Zeta Associates employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Zeta Associates 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 15, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $32.9 million went into the plan in contributions, $23.6 million of it from the employer (72%).
- $48.9 million was paid out to participants.
- Investment and other income added $95.4 million.
How the Zeta Associates 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 536 | $364.2 million | $17.6 million | $13.9 million |
| 2020 | 565 | $450.7 million | $18.7 million | $16.7 million |
| 2021 | 598 | $529.0 million | $19.7 million | $22.5 million |
| 2022 | 620 | $410.0 million | $20.5 million | $44.2 million |
| 2023 | 655 | $510.6 million | $22.4 million | $18.6 million |
| 2024 | 689 | $589.9 million | $23.6 million | $48.9 million |
Zeta Associates 401(k) Contact Information
Questions about the Zeta Associates 401(k)
Does Zeta Associates contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $23.6 million in employer contributions for plan year 2024.
Does the Zeta Associates 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Zeta Associates 401(k) plan?
689 participants at the start of plan year 2024, 566 of them active employees, and 167 former employees who still had money in the plan.
What is the average 401(k) balance at Zeta Associates?
About $829,709 per account: $589.9 million in plan assets across 711 accounts with a balance at the end of plan year 2024.
Who manages the Zeta Associates 401(k) accounts?
Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Zeta Associates. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.