Plan Snapshot
- Plan Sponsor: Carl Zeiss, INC.
- Sponsor EIN: 131495820
- Sponsor Address: ONE NORTH BROADWAY, WHITE PLAINS, NY, 10601
- Plan Type: 401(k)
- Total Participants: 1,500
- Total Assets: $360.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,500 | $360.6M | $10.0M | $17.3M |
| 2023 | 1,454 | $315.3M | $9.1M | $16.2M |
| 2022 | 1,359 | $254.6M | $7.8M | $14.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MAILLIE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $25,579 | — | $300 | — | — |
| 2023 | -$19,387 | — | $300 | — | — |
| 2022 | -$18,983 | — | — | — | — |