Retirement plan

ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

Name: ZIEGLER INC. - ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: ZIEGLER INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN, ZIEGLER INC.

ZIEGLER INC.EIN 41-0624660Plan #005PY 2016

901 W. 94TH STREET - MINNEAPOLIS, MN 55420952-888-4121LinkedIn1-10 employeesmachinery

Other plans on this EIN

1 filing

#004Retirement-$134.6M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed November 6, 2024 (most recent of 4 filings on file)

Plan administrator

Plan administrator name— Sign in and upgrade to view

901 W 94th St

Minneapolis, MN 55420

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Plans declared (1)

Ziegler Inc Long Term Performance Plan10 emp

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Total assets (EOY)

$147.3M

-13.7% from 2016

Total participants

1,980

+2.1% from 2016

Average account balance

$74,406

-15.5% from 2016

Annual return

7.85%

-8.10 pp from 2016

Benchmarks

See 100 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants1,000-4,999

Cohort100 peers

Snapshot2016

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$387.10M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$128K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

3,022

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28.79M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$11

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2K3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$82K

$46 / participant

Other / not subdivided$82K100.0%

% of EOY assets

0.055%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BAKER TILLY VIRCHOW KRAUSE, LLP
Auditor EIN: 390859910
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$74,406

$35,600+109.0%

$87,502-15.0%

$63,975+16.3%

Participation rate

100.0%

56.1%+43.9pp

73.8%+26.2pp

71.1%+28.9pp

Annual return

7.85%

17.86%-10.0pp

12.21%-4.4pp

48.65%-40.8pp

Employer contribution / active EE

$3,645

$854+326.9%

$2,550+42.9%

$2,182+67.1%

Participant deferral / active EE

$4,931

$1,660+197.1%

$3,149+56.6%

$3,356+46.9%

Admin fee / account holder

$41

$51-18.9%

$4,221-99.0%

$70-41.5%

ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Plan administrator

Plans declared (1)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion