Plan Snapshot
- Plan Sponsor: Zilber Ltd.
- Sponsor EIN: 391472959
- Sponsor Address: 710 NORTH PLANKINTON AVENUE, MILWAUKEE, WI, 53203
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $82.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 192 | $82.0M | $841,723 | $2.7M |
| 2023 | 202 | $76.0M | $603,356 | $2.6M |
| 2022 | 213 | $64.2M | $629,411 | $2.6M |
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 |
|---|---|---|---|---|
| SVA | 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 | $78,998 | $56,087 | — | — | — |
| 2023 | $89,860 | $57,554 | — | — | — |
| 2022 | $104,493 | $101,743 | — | — | — |