Plan Snapshot
- Plan Sponsor: Carl Zeiss Meditec INC.
- Sponsor EIN: 943374401
- Sponsor Address: 5300 CENTRAL PARKWAY, DUBLIN, CA, 945687562
- Plan Type: 401(k)
- Total Participants: 1,202
- Total Assets: $290.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 1,202 | $290.7M | $7.1M | $14.6M |
| 2023 | 1,187 | $247.6M | $7.4M | $13.9M |
| 2022 | 1,124 | $205.8M | $6.0M | $11.3M |
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 |
|---|---|---|---|---|
| BPM LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BPM 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 | $45,163 | $53,334 | — | — | — |
| 2023 | $24,834 | $62,882 | $1,800 | — | — |
| 2022 | $25,362 | $70,739 | — | — | — |