Plan Snapshot
- Plan Sponsor: Zimbrick, INC.
- Sponsor EIN: 390963195
- Sponsor Address: 1601 WEST BELTLINE HIGHWAY, MADISON, WI, 53713
- Plan Type: 401(k)
- Total Participants: 904
- Total Assets: $130.3M
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. |
|---|---|---|---|---|
| 2024 | 904 | $130.3M | $2.5M | $4.6M |
| 2023 | 775 | $116.1M | $3.0M | $4.4M |
| 2022 | 806 | $100.9M | $3.6M | $4.0M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | NONE | $50,000 | — | $50,000 |
| EMPOWER ANNUITY INSURANCE COMPANY O | NONE | $49,388 | — | $49,388 |
| BAKER TILLY VIRCHOW KRAUSE, LLP | NONE | $30,950 | — | $30,950 |
| BAKER TILLY US, LLP | Auditor | $30,950 | — | $30,950 |
| EMPOWER ADVISORY GROUP, LLC | NONE | $29,208 | — | $29,208 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $190,496
- Estimated Expense Ratio: 0.146% 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 | $160,561 | $79,208 | — | $30,950 | — |
| 2023 | $111,901 | $56,846 | — | — | — |
| 2022 | $84,993 | $5,417 | $79,576 | — | — |