Plan Snapshot
- Plan Sponsor: R.J. Zavoral & Sons, INC.
- Sponsor EIN: 411356485
- Sponsor Address: 1706 BYGLAND RD SE, EAST GRAND FORKS, MN, 567219243
- Plan Type: DC
- Total Participants: 202
- Total Assets: $22.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 202 | $22.4M | $1.5M | $967,733 |
| 2023 | 198 | $19.4M | $2.0M | $846,690 |
| 2022 | 175 | $14.7M | $98,298 | $727,131 |
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 |
|---|---|---|---|---|
| BRADY MARTS & ASSOCIATES, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BRADY MARTS & ASSOCIATES, P.C. — 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 | $44,214 | — | $44,214 | — | — |
| 2023 | $35,937 | — | $35,937 | — | — |
| 2022 | $38,205 | — | $36,479 | — | $1,726 |