# Roger Zatkoff Company DC Plan
Source: https://planprovider.pro/companies/roger-zatkoff-company-381683798-001

> Roger Zatkoff Company's DC plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roger Zatkoff Company

- **Sponsor EIN:** 381683798

- **Sponsor Address:** 23230 INDUSTRIAL PARK DRIVE, FARMINGTON HILLS, MI, 48335

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 171

- **Total Assets:** $169.7M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|171|$169.7M|$5.0M|$0|

| 2023|183|$148.2M|$5.0M|$0|

| 2022|180|$125.7M|$4.7M|$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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$31,573|—|$31,573|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,573

- **Estimated Expense Ratio:** 0.019% 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|$31,573|—|$1,200|—|—|

| 2023|$15,667|—|$1,200|—|—|

| 2022|$18,347|—|—|—|—|

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