Plan Snapshot
- Plan Sponsor: Carl Zeiss, INC.
- Sponsor EIN: 131495820
- Sponsor Address: ONE NORTH BROADWAY, WHITE PLAINS, NY, 10601
- Plan Type: DB
- Total Participants: 99
- Total Assets: $78.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 99 | $78.8M | $0 | $0 |
| 2023 | 109 | $84.9M | $0 | $0 |
| 2022 | 114 | $83.7M | $0 | $0 |
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 |
|---|---|---|---|---|
| MILLIMAN | NONE | $275,305 | — | $275,305 |
| MELLON BANK, NA | NONE | $257,060 | — | $257,060 |
| MAILLIE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLIMAN — NONE
- MAILLIE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $532,365
- Estimated Expense Ratio: 0.676% 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 | $616,094 | — | — | — | — |
| 2023 | $607,885 | — | — | — | — |
| 2022 | $528,817 | $294,173 | — | — | $157,116 |