Plan Snapshot
- Plan Sponsor: Zeigler Auto Group, INC.
- Sponsor EIN: 383567114
- Sponsor Address: 4201 STADIUM DRIVE, KALAMAZOO, MI, 490081427
- Plan Type: 401(k)
- Total Participants: 2,348
- Total Assets: $72.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,348 | $72.9M | $548,199 | $9.4M |
| 2023 | 2,428 | $65.2M | $508,257 | $9.1M |
| 2022 | 2,162 | $48.3M | $476,672 | $9.1M |
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 |
|---|---|---|---|---|
| GREENLEAF TRUST | TRUSTEE | $484,891 | — | $484,891 |
| UHY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $484,891
- Estimated Expense Ratio: 0.665% 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 | $484,891 | $239,970 | — | — | — |
| 2023 | $365,137 | $187,500 | — | — | — |
| 2022 | $342,979 | — | — | — | $342,979 |