Zf North America, Inc. 401(K) Savings Plan — Form 5500 plan (Zf North America, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zf North America, Inc. 401(K) Savings Plan is a benefit plan reported by Zf North America, Inc. under EIN 61-1462969 and plan number 002. The latest loaded filing year is 2023. The filing reports 14,173 participants and $1,829,232,272 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zf North America, Inc.
- EIN
- 61-1462969
- Plan number
- 002
- Plan type
- 2
- Location
- Northville, MI
- Latest filing year
- 2023
- Participants
- 14,173
- End-of-year plan assets
- $1,829,232,272
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 14,173 | H, C | 20241014134338NAL0015035811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,829,232,272
- Total liabilities (EOY)
- $136
- Net assets (EOY)
- $1,829,232,136
- Net assets (BOY)
- $1,571,846,865
Income & contributions
- Employer contributions
- $46,755,201
- Participant contributions
- $72,956,810
- Total contributions
- $126,350,962
- Total income / additions
- $427,620,582
Expenses & distributions
- Benefits paid
- $168,953,650
- Administrative expenses
- $1,160,718
- Total expenses
- $170,235,311
- Net increase / (decrease)
- $257,385,271
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $718,961 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $400,617 | $0 | 2023 |
| Mercer Investments LLC | CONSULTANT | $37,220 | not reported in the loaded dataset | 2023 |
| Plante & Moran | ACCOUNTANT/AUDITOR | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zf North America, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Northville, MI
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Plante & Moran — Schedule C compensation