Plan Snapshot
- Plan Sponsor: Zeta Group Engineering LLC
- Sponsor EIN: 272909509
- Sponsor Address: 501 COUNTY ROAD U, WRIGHTSTOWN, WI, 541809401
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $3.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 12 | $3.6M | $55,451 | $167,253 |
| 2024 | 15 | $4.2M | $79,483 | $148,484 |
| 2023 | 15 | $2.4M | $58,537 | $142,374 |
| 2022 | 13 | $1.6M | $52,969 | $127,745 |