# Zidell Marine Corporation 401(k) Plan
Source: https://planprovider.pro/companies/zidell-marine-corporation-401k-plan

> Zidell Marine Corporation&#39;s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zidell Marine Corporation

- **Sponsor EIN:** 910713057

- **Sponsor Address:** 2020 SW 4TH AVE, STE 600, PORTLAND, OR, 97201

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

- **Total Participants:** 137

- **Total Assets:** $81.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|137|$81.7M|$194,958|$989,958|

| 2023|139|$69.7M|$196,664|$1.0M|

| 2022|137|$59.5M|$187,330|$964,150|

## 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|

| PERKINS & COMPANY, PC|Auditor|$18,300|—|$18,300|

### Verified Provider Profiles

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

- [PERKINS & COMPANY, PC](https://planprovider.pro/provider/perkins-and-company-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $18,300

- **Estimated Expense Ratio:** 0.022% 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|$73,640|$8,900|—|$18,300|—|

| 2023|$89,746|$16,300|—|$17,300|—|

| 2022|$87,745|—|—|—|—|

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