# Carl Zeiss, INC. DB Plan
Source: https://planprovider.pro/companies/carl-zeiss-inc-plan-001

> Carl Zeiss, INC.'s DB plan: 99 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:** 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](https://planprovider.pro/provider/milliman) — NONE

- [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:** $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|

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