# Zwilling J.A. Henckels, LLC 401(k) Plan
Source: https://planprovider.pro/companies/zwilling-j-a-henckels-llc-401k-plan

> Zwilling J.A. Henckels, LLC's 401(k) plan: 548 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

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