Plan Snapshot
- Plan Sponsor: Zwilling J.A. Henckels, LLC
- Sponsor EIN: 135553245
- Sponsor Address: 270 MARBLE AVENUE, PLEASANTVILLE, NY, 10570
- Plan Type: 401(k)
- Total Participants: 548
- Total Assets: $22.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 548 | $22.1M | $544,875 | $1.3M |
| 2023 | 522 | $18.7M | $507,457 | $1.2M |
| 2022 | 472 | $15.1M | $454,211 | $1.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $40,391 | — | $40,391 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,898 | — | $7,898 |
| RODL LANGFORD DE KOCK LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,289
- Estimated Expense Ratio: 0.218% 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 | $48,289 | $7,898 | — | — | — |
| 2023 | $33,568 | $5,281 | — | — | — |
| 2022 | $33,680 | $4,441 | — | — | — |