Plan Snapshot
- Plan Sponsor: Zentis North America Operating LLC
- Sponsor EIN: 202030850
- Sponsor Address: 2050 NORTH OAK ROAD, PLYMOUTH, IN, 46563
- Plan Type: 401(k)
- Total Participants: 276
- Total Assets: $19.7M
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 | 276 | $19.7M | $579,390 | $978,102 |
| 2023 | 256 | $18.0M | $545,685 | $965,484 |
| 2022 | 237 | $15.8M | $479,839 | $877,206 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, LLC | Investment Advisor | $19,406 | — | $19,406 |
| MESIROW FINANCIAL | Other Service Provider | $18,082 | — | $18,082 |
| JOHN HANCOCK USA | Recordkeeper | $17,423 | — | $17,423 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, LLC — Investment Advisor
- JOHN HANCOCK USA — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,911
- Estimated Expense Ratio: 0.278% 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 | $127,608 | $37,488 | $20,504 | — | — |
| 2023 | $97,269 | $33,245 | $64,024 | — | — |
| 2022 | $87,992 | — | — | — | $87,992 |