Plan Snapshot
- Plan Sponsor: Ziehm-Orthoscan, INC.
- Sponsor EIN: 201602923
- Sponsor Address: 14555 N 82ND STREET, SCOTTSDALE, AZ, 85260
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $11.3M
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 | 183 | $11.3M | $470,367 | $915,512 |
| 2023 | 161 | $8.9M | $376,489 | $792,634 |
| 2022 | 148 | $6.8M | $360,845 | $813,744 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, 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 | $34,243 | $22,217 | $12,026 | — | — |
| 2023 | $15,470 | — | $15,470 | — | — |
| 2022 | $19,238 | — | $19,238 | — | — |