ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST

At the end of 2022, the total retirement plan assets of ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is $95,652,965.This plan was established in 1976.

At the end of 2022, the total number of retirement plan participants in ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is 824

In 2022, the average participant retirement account value for ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is $116,083

In 2022, the estimated average employee contribution amount per participant for ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is $2,385

In 2022, the estimated average employer match for an employee in ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is approximately $2,700

In 2022, ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST allocates $2,224,839 to match its employees’ contributions, providing an employer match rate of 118.75% of their contributions

In 2022, the total retirement plan asset growth rate of ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is -17.72%

In 2022, the estimated aggregate retirement account investment gain/loss for ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is -15.96%. This measures the effectiveness of the plan participants’ investments in the year.

In 2022, the investment and administrative expense ratio of ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST is 0.06%.

Enrollment Features

ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST has the following features:
    Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.