Plan Snapshot
- Plan Sponsor: Zephyr Products, INC.
- Sponsor EIN: 480901014
- Sponsor Address: 3030 WILSON AVE., LEAVENWORTH, KS, 66048
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $9.0M
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 | 133 | $9.0M | $729,833 | $524,288 |
| 2023 | 130 | $6.8M | $228,938 | $411,204 |
| 2022 | 97 | $5.6M | $194,229 | $343,828 |
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 |
|---|---|---|---|---|
| VARNEY & ASSOCIATES, CPAS LLC | 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 | $84,732 | $48,896 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |