Plan Snapshot
- Plan Sponsor: Zapp Precision Wire, INC.
- Sponsor EIN: 571036493
- Sponsor Address: 266 SAMUEL BARNET BLVD., DARTMOUTH, MA, 02745
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $17.2M
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 | 150 | $17.2M | $403,386 | $995,666 |
| 2023 | 150 | $15.0M | $366,964 | $965,139 |
| 2022 | 154 | $13.6M | $377,754 | $922,141 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $18,593 | — | $18,593 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $9,331 | — | $9,331 |
| MOSS AND YANTIS CPA PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- MOSS AND YANTIS CPA PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,924
- Estimated Expense Ratio: 0.162% 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 | $27,924 | $9,331 | — | — | — |
| 2023 | $30,790 | $9,912 | $300 | — | — |
| 2022 | $11,852 | $5,423 | — | — | — |