Plan Snapshot
- Plan Sponsor: Zoll Medical Corporation
- Sponsor EIN: 042711626
- Sponsor Address: 269 MILL ROAD, CHELMSFORD, MA, 01824
- Plan Type: 401(k)
- Total Participants: 5,380
- Total Assets: $782.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 5,380 | $782.0M | $27.7M | $52.8M |
| 2023 | 5,124 | $648.4M | $25.5M | $48.2M |
| 2022 | 4,904 | $518.6M | $23.9M | $44.9M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $141,293 | — | $141,293 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $117,553 | — | $117,553 |
| BAKER TILLY US,LLP | ACCOUNTANT/AUDITOR | $39,375 | — | $39,375 |
| BAKER TILLY US, LLP | Auditor | $39,375 | — | $39,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $337,596
- Estimated Expense Ratio: 0.043% 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 | -$567,850 | $258,846 | $2,700 | $39,375 | — |
| 2023 | -$497,164 | $122,214 | $1,800 | $37,000 | — |
| 2022 | -$570,474 | $109,628 | — | — | — |