Sourced from Form 5500 filed with DOL on 2025-10-14

ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUST

ZOOM VIDEO COMMUNICATIONS, INC.
55 ALMADEN BLVD. SUITE 600, SAN JOSE, CA 95113
Plan Administrator: MORGAN BRIDGES
Period: 2024-01-01 → 2024-12-31
Administrative Expenses per Person: $85
Professional, Scientific, and TechnicalEIN 61-1648780Plan # 1Plan Established 2012-01-01
Net Assets (EOY)
$379M
▲ 34.2%
Avg Balance (EOY)
$77,756
BOY: $58,042
Avg Participant Contribution
$16,704
$1,392/mo
Avg Employer Contribution
$2,734
Participants w/ Balance
4,874
▲ 0.2%
Employed at Year-End
3,593
▼ 5.5%
Separated with Balance
1,372
Left Before Vesting (2024)
Holdings
Investment Return Allocation
INVESCO STABLE VAL I
INVESCO TRUST COMPANY
0.4%
Service Providers
Recordkeeper
Name Fees
FIDELITY INVESTMENTS INSTITUTIONAL
LoansSub-TARecord FeesAcct MaintBroker Fees
$334,724
Investment advisory (plan)
Name Fees
SAGEVIEW ADVISORY GROUP LLC
$42,000
STRATEGIC ADVISORS, INC.
$40,653