# Zuern Building Products, INC 401(k) Plan
Source: https://planprovider.pro/companies/zuern-building-products-inc-401k-plan

> Zuern Building Products, INC's 401(k) plan: 200 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zuern Building Products, INC

- **Sponsor EIN:** 391140928

- **Sponsor Address:** 820 ENTERPRISE DRIVE, SLINGER, WI, 53086

- **Plan Type:** 401(k)

- **Total Participants:** 200

- **Total Assets:** $22.6M

## 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|200|$22.6M|$1.2M|$1.3M|

| 2023|186|$19.9M|$1.0M|$1.2M|

| 2022|174|$17.0M|$1.0M|$1.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$99,655|—|$99,655|

| MERIT FINANCIAL ADVISORS|INVESTMENT ADVISORY|—|$62,844|$62,844|

| PENSION CONSULTANTS, INC|OTHER SERVICES|—|$8,665|$8,665|

| DUFEK & COMPANY LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PENSION CONSULTANTS, INC](https://planprovider.pro/provider/pension-consultants-inc) — OTHER SERVICES

- [DUFEK & COMPANY LLC](https://planprovider.pro/provider/dufek-and-company-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $171,164

- **Estimated Expense Ratio:** 0.758% 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|$102,280|—|$102,280|—|—|

| 2023|$93,119|—|$93,119|—|—|

| 2022|$78,289|—|$78,289|—|—|

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