# Zoll Medical Corporation 401(k) Plan
Source: https://planprovider.pro/companies/zoll-medical-corporation-401k-plan

> Zoll Medical Corporation's 401(k) plan: 5,380 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|

## Similar Plans

- [Hologic, INC.](https://planprovider.pro/companies/hologic-inc-401k-plan) — 4,179 participants

- [Instrumentation Laboratory](https://planprovider.pro/companies/instrumentation-laboratory-401k-plan) — 2,834 participants

- [Insulet Corporation](https://planprovider.pro/companies/insulet-corporation-401k-plan) — 2,707 participants

- [Straumann Manufacturing, INC.](https://planprovider.pro/companies/straumann-manufacturing-inc-401k-plan) — 1,418 participants

- [Tecomet](https://planprovider.pro/companies/tecomet-401k-plan) — 1,344 participants

- [Haemonetics Corporation](https://planprovider.pro/companies/haemonetics-corporation-401k-plan) — 1,238 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zoll-medical-corporation-401k-plan)

© 2026 PlanProvider.Pro