# The C.W. Zumbiel Company 401(k) Plan
Source: https://planprovider.pro/companies/the-c-w-zumbiel-company-401k-plan

> The C.W. Zumbiel Company's 401(k) plan: 302 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The C.W. Zumbiel Company

- **Sponsor EIN:** 310499900

- **Sponsor Address:** 2100 GATEWAY BLVD., HEBRON, KY, 410489073

- **Plan Type:** 401(k)

- **Total Participants:** 302

- **Total Assets:** $34.5M

## 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|302|$34.5M|$326,007|$1.0M|

| 2023|280|$29.5M|$309,475|$985,159|

| 2022|267|$25.1M|$325,864|$1.1M|

## 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|

| KATZ SAPPER & MILLER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KATZ SAPPER & MILLER, LLP](https://planprovider.pro/provider/katz-sapper-and-miller-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|$111,091|—|—|—|—|

| 2023|$111,558|—|—|—|—|

| 2022|$27,801|$22,527|—|—|—|

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