Plan Snapshot
- Plan Sponsor: Zober Industries, INC.
- Sponsor EIN: 232082473
- Sponsor Address: 500 COVENTRY LANE, CROYDON, PA, 19021
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 213
- Total Assets: $9.8M
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. |
|---|---|---|---|---|
| 2025 | 213 | $9.8M | $0 | $0 |
| 2024 | 151 | $9.6M | $157,917 | $346,866 |
| 2023 | 153 | $8.8M | $83,159 | $325,905 |
| 2022 | 146 | $8.2M | $72,540 | $259,494 |
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 |
|---|---|---|---|---|
| REDWOOD PRIVATE WEALTH LLC | Other Service Provider | $16,509 | — | $16,509 |
| THE RETIREMENT ADVANTAGE INC | Other Service Provider | $13,537 | — | $13,537 |
| BROOKWOOD INVESTMENT GROUP LLC | Investment Advisor | $7,357 | — | $7,357 |
| DUNLAP & ASSOCIATES PC | Auditor | $7,100 | — | $7,100 |
| JANNEY MONTGOMERY SCOTT LLC | Other Service Provider | $6,017 | — | $6,017 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,520
- Estimated Expense Ratio: 0.517% 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 | $1,633,252 | — | $53,446 | — | — |
| 2024 | $64,694 | — | $61,667 | — | — |
| 2023 | $8,099 | — | $8,099 | — | — |
| 2022 | $2,050 | — | $2,050 | — | — |