Plan Snapshot
- Plan Sponsor: Ziegler Companies
- Sponsor EIN: 340636150
- Sponsor Address: 4150 MILLENNIUM BLVD., MASSILLON, OH, 44646
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $6.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 326 | $6.0M | $41,010 | $411,731 |
| 2023 | 322 | $7.0M | $37,465 | $355,097 |
| 2022 | 310 | $6.4M | $37,388 | $326,319 |
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 |
|---|---|---|---|---|
| BEACON FINANCIAL GROUP | SERVICE PROVIDER | — | $16,618 | $16,618 |
| MALONEY & NOVOTNY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BEACON FINANCIAL GROUP — SERVICE PROVIDER
- MALONEY & NOVOTNY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,618
- Estimated Expense Ratio: 0.277% 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 | $10,003 | $5,003 | $4,750 | — | — |
| 2023 | $7,901 | — | $7,901 | — | — |
| 2022 | $2,989 | — | $2,989 | — | — |