# Zepf Center 403(b) Plan
Source: https://planprovider.pro/companies/zepf-center-341168947-001

> Zepf Center's 403(b) plan: 424 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zepf Center

- **Sponsor EIN:** 341168947

- **Sponsor Address:** 2005 ASHLAND AVE, TOLEDO, OH, 436201703

- **Plan Type:** 403(b)

- **Plan Number:** 001

- **Total Participants:** 424

- **Total Assets:** $22.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|424|$22.8M|$848,987|$1.7M|

| 2023|435|$21.0M|$819,344|$1.6M|

| 2022|453|$20.2M|$857,458|$1.4M|

## 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|

| PRINCIPAL LIFE INSURANCE CO|Recordkeeper|$135,033|—|$135,033|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,033

- **Estimated Expense Ratio:** 0.593% 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|$135,033|—|$135,033|—|—|

| 2023|$141,464|—|$141,464|—|—|

| 2022|$132,627|—|$132,627|—|—|

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