Plan Snapshot
- Plan Sponsor: Zurcher Tire, INC.
- Sponsor EIN: 351106685
- Sponsor Address: 101 NORTH POLK, MONROE, IN, 46772
- Plan Type: 401(k)
- Total Participants: 1,768
- Total Assets: $57.2M
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 | 1,768 | $57.2M | $2.2M | $4.2M |
| 2023 | 1,611 | $49.5M | $1.8M | $3.6M |
| 2022 | 1,385 | $41.4M | $1.7M | $3.5M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $192,455 | — | $192,455 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $146,546 | — | $146,546 |
| RETIREMENT PLAN CONCEPTS & SERVICES | CONTRACT ADMIN | $82,735 | — | $82,735 |
| FIRST MERCHANTS BANK | INVESTMENT ADVISOR | $77,970 | — | $77,970 |
| BKD LLP | AUDITOR | $20,229 | — | $20,229 |
| ENVESTNET RETIREMENT SOLUTIONS, LLC | INVESTMENT ADVISOR | $9,507 | — | $9,507 |
| FORVIS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $529,442
- Estimated Expense Ratio: 0.926% 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 | $680,424 | — | — | — | — |
| 2023 | $641,135 | — | — | — | — |
| 2022 | $555,096 | — | — | — | — |