Plan profile · 2023
CARL ZEISS MEDITEC INC.
CARL ZEISS MEDITEC, INC. RETIREMENT AND INVESTMENT PLAN · –
Sponsor contact
Address5300 CENTRAL PARKWAY, DUBLIN
State / ZIPCA 945687562
Phone9255574283
EIN / Plan #943374401 / 001
Plan health
Assets (EOY)$248M
Participants1,187
Avg balance$209k
Employer contrib$7M
Distributions$24M
Red flags
Delinquent contribs$2M
Fidelity bond$500k
Bond adequate?yes
AuditorBPM LLP
Incumbent advisor(s) of record, who to displace
| Advisor | EIN | Comp earned |
|---|---|---|
| STRATEGIC ADVISORS, INC. | 042654524 | $63k |