Plan Snapshot
- Plan Sponsor: Zampell Refractories, INC.
- Sponsor EIN: 042389365
- Sponsor Address: 9 STANLEY TUCKER DRIVE, NEWBURYPORT, MA, 01950
- Plan Type: 401(k)
- Total Participants: 244
- Total Assets: $32.6M
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 | 244 | $32.6M | $210,005 | $1.8M |
| 2023 | 230 | $28.2M | $208,639 | $1.7M |
| 2022 | 221 | $24.3M | $206,043 | $1.8M |
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 |
|---|---|---|---|---|
| TONNESON & COMPANY, PC. | Auditor | — | — | $0 |
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 | $7,636 | — | $300 | — | — |
| 2023 | $5,055 | — | — | — | — |
| 2022 | $11,031 | — | — | — | — |