# Ziegler Companies 401(k) Plan
Source: https://planprovider.pro/companies/ziegler-companies-401k-plan

> Ziegler Companies's 401(k) plan: 326 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/beacon-financial-group-inc) — SERVICE PROVIDER

- [MALONEY & NOVOTNY](https://planprovider.pro/provider/maloney-novotny-llc) — 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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ziegler-companies-401k-plan)

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