Plan Snapshot
- Plan Sponsor: Zenith Home Corp.
- Sponsor EIN: 371796425
- Sponsor Address: 400 LUKENS DRIVE, NEW CASTLE, DE, 19720
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $18.6M
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 | 321 | $18.6M | $355,643 | $1.1M |
| 2023 | 300 | $17.4M | $346,945 | $1.1M |
| 2022 | 441 | $15.5M | $343,692 | $1.1M |
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 |
|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $34,376 | — | $34,376 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $31,425 | — | $31,425 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $65,801
- Estimated Expense Ratio: 0.353% 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 | $65,801 | $34,376 | — | — | — |
| 2023 | $34,271 | $30,943 | — | — | — |
| 2022 | $35,082 | — | — | — | — |