Plan Snapshot
- Plan Sponsor: Zanini Tennessee, INC.
- Sponsor EIN: 300170896
- Sponsor Address: 840 INDUSTRIAL DRIVE, WINCHESTER, TN, 373981246
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $4.0M
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 | 161 | $4.0M | $81,897 | $237,680 |
| 2023 | 145 | $4.4M | $80,794 | $234,408 |
| 2022 | 135 | $4.2M | $75,326 | $248,369 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, ,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, ,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 | $6,404 | $653 | — | — | — |
| 2023 | $5,650 | $450 | — | — | — |
| 2022 | $5,247 | $484 | — | — | — |