Plan Snapshot
- Plan Sponsor: Zotefoams INC.
- Sponsor EIN: 223187795
- Sponsor Address: 55 PRECISION DRIVE, WALTON, KY, 41094
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $6.2M
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. |
|---|---|---|---|---|
| 2024 | 115 | $6.2M | $617,515 | $376,450 |
| 2023 | 127 | $7.6M | $509,378 | $378,512 |
| 2022 | 117 | $6.0M | $426,280 | $325,123 |
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 |
|---|---|---|---|---|
| BLUE & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $4,513 | $2,253 | $2,260 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |