Plan Ledger DOL Form 5500 · updated monthly

The C.W. Zumbiel Company401(k)

THE C.W. ZUMBIEL COMPANY 401(K) SAVINGS & PROFIT SHARING PLAN · HEBRON, KY · plan year 2024

Reported admin expense ratio · 2024
0.35%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

The C.W. Zumbiel Company reported $111,091 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,079 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.10% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 198th-largest of 871 plans among Kentucky employers on file, and the 4,059th of 13,661 in manufacturing. In 2024, employees put in $3.20 for every $1.00 the employer contributed; active participation has grown from 267 to 302 since 2022.

Plan summary
Net assets, end of year$34,526,748
Participants with balances249
Active participants302
Employer contributions$326,007
Employee contributions$1,043,560
Employer contribution per active participant$1,079
Average account balance$138,662
Benefits paid to participants$1,556,796
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.5M · 249 accts · $326K emplr
2023$29.5M · 256 accts · $309K emplr
2022$25.1M · 274 accts · $326K emplr
The The C.W. Zumbiel Company 401(k) match · 2024
Employer contribution per active participant$1,079
Median for plans this size$2,416
2024$1,079 per active participant
2023$1,105 per active participant
2022$1,220 per active participant

The C.W. Zumbiel Company's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MCF ADVISORS LLC · Investment advisory (plan)$76,346
THE C.W. ZUMBIEL COMPANY$14,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$111,091 · 0.35%
2023$111,558 · 0.41%
2022$27,801 · 0.10%
Same employer
Similar plansManufacturing · Kentucky
E.D. Bullard Company KY$36.9M · 0.10%
Premier Packaging, LLC KY$35.3M · 0.02%
Nasco, Inc. KY$34.9M · 0.01%
Balluff, Inc. KY$34.4M · 0.42%
R.C. Tway Company KY$34.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310499900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.