Plan Snapshot
- Plan Sponsor: Zoeller Company
- Sponsor EIN: 610495071
- Sponsor Address: 3649 CANE RUN ROAD, LOUISVILLE, KY, 402111961
- Plan Type: 401(k)
- Total Participants: 715
- Total Assets: $117.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 715 | $117.9M | $5.0M | $2.2M |
| 2023 | 653 | $106.7M | $3.8M | $1.9M |
| 2022 | 661 | $95.7M | $2.2M | $1.9M |
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 |
|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | NONE | $41,606 | — | $41,606 |
| MORGAN STANLEY WEALTH MANAGEMENT | NONE | $11,885 | — | $11,885 |
| HARDING SHYMANSKI & COMPANY, P.S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HARDING SHYMANSKI & COMPANY, P.S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,491
- Estimated Expense Ratio: 0.045% 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 | $53,491 | $11,885 | — | — | — |
| 2023 | $60,570 | $10,930 | — | — | — |
| 2022 | $54,120 | $11,385 | — | — | $42,735 |