Plan profile · 2023
ZOELLER COMPANY
ZOELLER COMPANY RETIREMENT SAVINGS PLAN AND TRUST · –
Sponsor contact
Address3649 CANE RUN ROAD, LOUISVILLE
State / ZIPKY 402111961
Phone5027782731
EIN / Plan #610495071 / 001
Plan health
Assets (EOY)$107M
Participants653
Avg balance$163k
Employer contrib$4M
Distributions$11M
Red flags
Delinquent contribs$976k
Fidelity bond$2M
Bond adequate?yes
AuditorHARDING SHYMANSKI & COMPANY, P.S.C.
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | – | $11k |