Zotec Partners, Llc 401(k) Plan: Login, Facts & Contact Information

Zotec Partners, Llc 401(k) Plan Facts

Plan name
ZOTEC PARTNERS, LLC 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
ZOTEC PARTNERS, LLC
Participants
1,223 (1,005 active employees)
Former employees with a balance
233
Plan assets
$103,578,120 at Dec 31, 2024
Average account balance
$90,304 across 1,147 accounts
Employer contributions
$1,679,658 in plan year 2024 (18% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1999
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $9.15 million went into the plan in contributions, $1.68 million of it from the employer (18%).
  • $8.37 million was paid out to participants.
  • Investment and other income added $14.3 million.
  • Administrative expenses were $228,710, about $199 per account.

How the Zotec Partners, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019601$59.6 million$1.40 million$1.64 million
20201,029$70.2 million$1.66 million$6.34 million
20211,018$87.5 million$1.74 million$3.96 million
20221,357$76.0 million$2.16 million$5.96 million
20231,549$88.7 million$2.11 million$10.1 million
20241,223$103.6 million$1.68 million$8.37 million

Zotec Partners, Llc 401(k) Contact Information

Phone
317-805-4116
Mailing address
11460 NORTH MERIDIAN STREET, CARMEL IN 46032
Plan sponsor
ZOTEC PARTNERS, LLC
Employer identification number (EIN)
20-8762217
Plan number
001

Questions about the Zotec Partners, Llc 401(k)

Does Zotec Partners, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.68 million, 18% of all contributions.

Does the Zotec Partners, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Zotec Partners, Llc 401(k) plan?

1,223 participants at the start of plan year 2024, 1,005 of them active employees, and 233 former employees who still had money in the plan.

What is the average 401(k) balance at Zotec Partners, Llc?

About $90,304 per account: $103.6 million in plan assets across 1,147 accounts with a balance at the end of plan year 2024.

Who manages the Zotec Partners, Llc 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 Zotec Partners, Llc. 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.

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