Plan Snapshot
- Plan Sponsor: Zekelman Industries (Formerly Jmc Steel)
- Sponsor EIN: 231327437
- Sponsor Address: 227 W MONROE STREET, CHICAGO, IL, 60606
- Plan Type: 401(k)
- Total Participants: 2,126
- Total Assets: $223.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 2,126 | $223.4M | $10.5M | $10.8M |
| 2023 | 1,805 | $207.4M | $9.4M | $8.9M |
| 2022 | 1,414 | $169.8M | $9.4M | $8.1M |
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 |
|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES, INC | Other Service Provider | $89,929 | — | $89,929 |
| CBIZ CPAS, P.C. | Auditor | $18,400 | — | $18,400 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $16,397 | — | $16,397 |
| SCHWAB RETIREMENT PLAN SERVICES | Recordkeeper | $14,535 | — | $14,535 |
| WILLCOX & SAVAGE, PC | ERISA Attorney | $14,239 | — | $14,239 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — Investment Advisor
- SCHWAB RETIREMENT PLAN SERVICES — Recordkeeper
- WILLCOX & SAVAGE, PC — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,500
- Estimated Expense Ratio: 0.069% 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 | $127,983 | $16,397 | — | $18,400 | — |
| 2023 | $139,935 | $97,105 | $16,403 | — | — |
| 2022 | $116,737 | $82,686 | — | — | $10,290 |