# Zimmerman Plumbing & Heating, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zimmerman-plumbing-heating-inc-251632258-501

> Zimmerman Plumbing & Heating, INC.'s 401(k) plan: 28 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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