ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

At the end of 2022, the total retirement plan assets of ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is $17,333,339.This plan was established in 1999.

At the end of 2022, the total number of retirement plan participants in ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 164

In 2022, the average participant retirement account value for ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is $105,691

In 2022, the estimated average employee contribution amount per participant for ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is $2,991

In 2022, the estimated average employer match for an employee in ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is approximately $1,060

In 2022, ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST allocates $173,966 to match its employees’ contributions, providing an employer match rate of 35.04% of their contributions

In 2022, the total retirement plan asset growth rate of ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is -14.97%

In 2022, the estimated aggregate retirement account investment gain/loss for ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is -11.80%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST is 0.01%.

Enrollment Features

ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.