Plan Snapshot
- Plan Sponsor: Zignego Company, INC.
- Sponsor EIN: 391370256
- Sponsor Address: N35W23877 HIGHFIELD CT., PEWAUKEE, WI, 53072
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 163
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 163 | $23.8M | $1.4M | $464,704 |
| 2023 | 134 | $23.3M | $929,630 | $322,741 |
| 2022 | 144 | $23.8M | $1.1M | $307,764 |
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 |
|---|---|---|---|---|
| CLEVELAND HAUSWITH INVESTMENT MGMT | Recordkeeper | $50,471 | — | $50,471 |
| EPIC RETIREMENT PLAN SERVICES | Recordkeeper | $35,638 | — | $35,638 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLEVELAND HAUSWITH INVESTMENT MGMT — Recordkeeper
- EPIC RETIREMENT PLAN SERVICES — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $86,109
- Estimated Expense Ratio: 0.361% 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 | $86,109 | $50,471 | — | — | — |
| 2023 | $86,515 | $50,260 | — | — | — |
| 2022 | $87,165 | — | — | — | — |