# Ziehl-Abegg, INC. 401(k) Plan
Source: https://planprovider.pro/companies/ziehl-abegg-inc-401k-plan

> Ziehl-Abegg, INC.'s 401(k) plan: 327 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ziehl-Abegg, INC.

- **Sponsor EIN:** 200338305

- **Sponsor Address:** 4971 MILLENIUM DRIVE, WINSTON-SALEM, NC, 27107

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

- **Total Participants:** 327

- **Total Assets:** $4.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|327|$4.0M|$224,122|$660,627|

| 2023|137|$2.8M|$176,162|$499,808|

| 2022|190|$1.7M|$100,232|$338,085|

## 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|

| SCHNEIDER DOWNS & CO, INC.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$39,000|—|—|—|—|

| 2023|—|—|—|—|—|

| 2022|$10,520|—|$10,520|—|—|

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