Plan Snapshot
- Plan Sponsor: Ziegler INC.
- Sponsor EIN: 410624660
- Sponsor Address: 901 W. 94TH STREET, MINNEAPOLIS, MN, 55420
- Plan Type: 401(k)
- Total Participants: 2,424
- Total Assets: $387.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 2,424 | $387.1M | $10.2M | $18.5M |
| 2023 | 2,800 | $349.3M | $11.3M | $17.1M |
| 2022 | 2,441 | $289.9M | $4.4M | $15.4M |
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 |
|---|---|---|---|---|
| EMPOWER AN INS CO. OF AMERICA | NONE | $32,162 | — | $32,162 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,162
- Estimated Expense Ratio: 0.008% 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 | $32,162 | — | — | — | — |
| 2023 | $29,347 | — | — | — | — |
| 2022 | $33,293 | — | — | — | — |