Plan Snapshot
- Plan Sponsor: Zeck Motor Company
- Sponsor EIN: 480824450
- Sponsor Address: 4501 S 4TH ST, LEAVENWORTH, KS, 660485040
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 74
- Total Assets: $5.2M
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. |
|---|---|---|---|---|
| 2023 | 74 | $5.2M | $178,248 | $234,036 |
| 2022 | 101 | $4.6M | $238,773 | $362,684 |
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 |
|---|---|---|---|---|
| MARINER WEALTH ADVISORS/JOHN FLETCH | Other Service Provider | $13,850 | — | $13,850 |
| LINCOLN NATIONAL GROUP | Recordkeeper | $11,502 | — | $11,502 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL GROUP — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,352
- Estimated Expense Ratio: 0.492% 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 |
|---|---|---|---|---|---|
| 2023 | $28,390 | — | $28,390 | — | — |
| 2022 | $29,214 | — | $29,214 | — | — |