Plan Snapshot
- Plan Sponsor: Zimmerman Plumbing & Heating, INC.
- Sponsor EIN: 251632258
- Sponsor Address: 110 EAST ALLEN STREET, MECHANICSBURG, PA, 17055
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 28
- Total Assets: $107,675
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 28 | $107,675 | $0 | $0 |
| 2024 | 28 | $100,452 | $488,759 | $99,487 |
| 2023 | 27 | $15,978 | $523,671 | $0 |
| 2022 | 27 | $190,802 | $346,058 | $96,872 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $23,012 | — | $23,012 |
| STRICKLER AGENCY, INC. (CHAMBERSBUR | Investment Advisor | $10,364 | — | $10,364 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,376
- Estimated Expense Ratio: 30.997% 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 | $43,619 | — | — | — | — |
| 2024 | $502,757 | — | — | — | — |
| 2023 | $713,276 | — | — | — | — |
| 2022 | $386,229 | — | — | — | — |