Plan Snapshot
- Plan Sponsor: Zier, INC Dba Uniform Advantage
- Sponsor EIN: 650038118
- Sponsor Address: 101 NE 3RD AVENUE, FORT LAUDERDALE, FL, 33301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 378
- Total Assets: $18.3M
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. |
|---|---|---|---|---|
| 2025 | 378 | $18.3M | $0 | $0 |
| 2024 | 315 | $15.5M | $360,151 | $1.2M |
| 2023 | 338 | $13.6M | $387,108 | $1.2M |
| 2022 | 355 | $11.4M | $338,273 | $1.1M |
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 |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | Investment Advisor | $39,284 | — | $39,284 |
| ADP, INC. | Recordkeeper | $7,669 | — | $7,669 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,953
- Estimated Expense Ratio: 0.257% 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 |
|---|---|---|---|---|---|
| 2025 | $1,246,498 | $39,284 | — | — | — |
| 2024 | $68,685 | $59,787 | — | — | — |
| 2023 | $64,649 | $29,285 | — | — | — |
| 2022 | $40,359 | — | — | — | — |