# Zimbrick, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zimbrick-inc-401k-plan

> Zimbrick, INC.'s 401(k) plan: 904 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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