Plan Snapshot
- Plan Sponsor: Zemba Bros., INC.
- Sponsor EIN: 061669800
- Sponsor Address: 3401 EAST PIKE, ZANESVILLE, OH, 43701
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $10.7M
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 | 182 | $10.7M | $773,345 | $673,168 |
| 2023 | 188 | $8.6M | $565,832 | $544,803 |
| 2022 | 149 | $7.0M | $570,605 | $478,325 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO | Auditor | — | — | $0 |
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 | $69,879 | — | — | — | — |
| 2023 | $61,817 | $21,891 | $39,926 | — | — |
| 2022 | $50,839 | — | $50,839 | — | — |