# Zf North America, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zf-north-america-inc-401k-plan

> Zf North America, INC.'s 401(k) plan: 8,170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zf North America, INC.

- **Sponsor EIN:** 611462969

- **Sponsor Address:** 15811 CENTENNIAL DRIVE, NORTHVILLE, MI, 48168

- **Plan Type:** 401(k)

- **Total Participants:** 8,170

- **Total Assets:** $1.7B

## 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.|

| 2024|8,170|$1.7B|$44.2M|$71.3M|

| 2023|10,036|$1.8B|$46.8M|$73.0M|

| 2022|10,271|$1.6B|$46.4M|$70.3M|

## 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|

| STRATEGIC ADVISORS, INC.|ADVISOR|$782,484|—|$782,484|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$352,660|—|$352,660|

| PLANTE & MORAN|ACCOUNTANT/AUDITOR|$59,000|—|$59,000|

| AON INVESTMENTS USA INC.|INVESTMENT ADVISOR|$44,101|—|$44,101|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,238,245

- **Estimated Expense Ratio:** 0.072% 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|$1,225,532|$782,484|$4,200|—|—|

| 2023|$1,160,718|$718,961|$2,100|—|—|

| 2022|$1,310,538|$671,625|—|—|—|

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