Plan Snapshot
- Plan Sponsor: Carl Zeiss Meditec Production, LLC
- Sponsor EIN: 820721478
- Sponsor Address: 1040 SOUTH VINTAGE AVENUE, BLDG A, ONTARIO, CA, 91761
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $73,760
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 | 0 | $73,760 | $0 | $0 |
| 2023 | 0 | $79,709 | $0 | $0 |
| 2022 | 0 | $87,808 | $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 |
|---|---|---|---|---|
| REDWITZ, INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REDWITZ, INC. — 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 | $2,513 | $42 | — | — | — |
| 2023 | $2,610 | $40 | — | — | — |
| 2022 | $2,169 | $43 | $2,126 | — | — |