Retirement plan

ZL-WEST ENGINEERING PLASTICS INC. 401(K) PLAN

Name: ZL-WEST ENGINEERING PLASTICS INC. - ZL-WEST ENGINEERING PLASTICS INC. 401(K) PLAN (2025) Form 5500
Creator: ZL-WEST ENGINEERING PLASTICS INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ZL-WEST ENGINEERING PLASTICS INC. 401(K) PLAN, ZL-WEST ENGINEERING PLASTICS INC.

ZL-WEST ENGINEERING PLASTICS INC.EIN 41-2038261Plan #001PY 2025

10831 RENNER BLVD, - LENEXA, KS 662190000999-999-9999

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.6M

+10.9% from 2024

Total participants

+5.6% from 2024

Average account balance

$54,830

+8.6% from 2024

Annual return

14.51%

-0.46 pp from 2024

Benchmarks

See 3,692 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort3,692 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.63M

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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.

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.

117.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$366K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9599

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

0 years with F_SCH_H allocation on file

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

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 codes2E2F2G2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$461K

$11238 / participant

Other / not subdivided$461K100.0%

% of EOY assets

17.506%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$54,830

$94,031-41.7%

$115,768-52.6%

$82,448-33.5%

Participation rate

78.0%

70.4%+7.6pp

74.4%+3.7pp

68.1%+10.0pp

Annual return

14.51%

20.61%-6.1pp

100.46%-86.0pp

41.64%-27.1pp

Employer contribution / active EE

$4,669

$2,323+101.0%

$2,940+58.8%

$2,551+83.0%

Participant deferral / active EE

$4,260

$3,972+7.3%

$4,917-13.4%

$4,139+2.9%

Admin fee / account holder

$9,599

$10,249-6.3%

$12,439-22.8%

$7,234+32.7%

ZL-WEST ENGINEERING PLASTICS INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ZL-WEST ENGINEERING PLASTICS INC. 401(K) PLAN

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