# Zoeller Company 401(k) Plan
Source: https://planprovider.pro/companies/zoeller-company-401k-plan

> Zoeller Company's 401(k) plan: 715 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/harding-shymanski-and-company-psc) — 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|

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