Plan Snapshot
- Plan Sponsor: Roger Zatkoff Company
- Sponsor EIN: 381683798
- Sponsor Address: 23230 INDUSTRIAL PARK DRIVE, FARMINGTON HILLS, MI, 48335
- Plan Type: DC
- 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. |
|---|---|---|---|---|
| 2025 | 171 | $169.7M | $0 | $0 |
| 2024 | 183 | $148.2M | $0 | $0 |
| 2023 | 180 | $125.7M | $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 |
|---|---|---|---|---|
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION ASSURANCE 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 |
|---|---|---|---|---|---|
| 2025 | $31,573 | — | $1,200 | — | — |
| 2024 | $15,667 | — | $1,200 | — | — |
| 2023 | $18,347 | — | — | — | — |