# Carl Zeiss, INC. 401(k) Plan
Source: https://planprovider.pro/companies/carl-zeiss-inc-401k-plan

> Carl Zeiss, INC.'s 401(k) plan: 1,500 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$25,579|—|$25,579|

| MAILLIE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MAILLIE LLP](https://planprovider.pro/provider/maillie-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,579

- **Estimated Expense Ratio:** 0.007% of plan assets

### 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|—|—|—|—|

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