Plan Snapshot
- Plan Sponsor: Zeager Bros., INC.
- Sponsor EIN: 231687543
- Sponsor Address: 4000 E. HARRISBURG PIKE, MIDDLETOWN, PA, 170574651
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 34
- Total Assets: $120,337
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 | 34 | $120,337 | $0 | $0 |
| 2024 | 36 | $71,733 | $413,870 | $34,165 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP | Investment Advisor | $37,608 | — | $37,608 |
| ASSURED PARTNERS (CENTRAL PA) | Investment Advisor | $10,350 | — | $10,350 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,958
- Estimated Expense Ratio: 39.853% 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 |
|---|---|---|---|---|---|
| 2025 | $205,157 | — | — | — | — |
| 2024 | $665,981 | — | — | — | — |