Plan Snapshot
- Plan Sponsor: Zampell Refractories INC
- Sponsor EIN: 042389365
- Sponsor Address: 9 STANLEY TUCKER DR, NEWBURYPORT, MA, 019504029
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 235
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 235 | $0 | $0 | $0 |
| 2024 | 235 | $0 | $0 | $0 |
| 2023 | 238 | $0 | $0 | $0 |
| 2022 | 224 | $0 | $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 |
|---|---|---|---|---|
| PROSELECT DBA COVERYS | Other Service Provider | $603,278 | — | $603,278 |
| SISCO | Recordkeeper | $78,130 | — | $78,130 |
| MFM ADVISORS LLC DBA BLUE HORIZON B | Other Service Provider | $53,973 | — | $53,973 |
| CIGNA | Other Service Provider | $33,143 | — | $33,143 |
| AXIAL | Other Service Provider | $14,518 | — | $14,518 |
| HEALTHCHECK360 | Other Service Provider | $7,096 | — | $7,096 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $790,138
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 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |