Plan Snapshot
- Plan Sponsor: Zumtobel Lighting, INC.
- Sponsor EIN: 133204871
- Sponsor Address: 3300 ROUTE 9W, HIGHLAND, NY, 125282630
- Plan Type: 401(k)
- Total Participants: 73
- Total Assets: $15.8M
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 | 73 | $15.8M | $163,478 | $458,354 |
| 2023 | 78 | $13.9M | $169,495 | $487,736 |
| 2022 | 84 | $13.0M | $170,157 | $497,994 |
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 |
|---|---|---|---|---|
| RBT CPAS, LLP | Auditor | — | — | $0 |
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 | $50,311 | — | $50,311 | — | — |
| 2023 | $48,981 | $3,000 | $45,981 | — | — |
| 2022 | $49,127 | $1,117 | $48,010 | — | — |