Anderson Zurmuehlen & Co., P.C.401(k)
ANDERSON ZURMUEHLEN & CO., P.C. 401K PROFIT SHARING PLAN & TRUST · HELENA, MT · plan year 2022
Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works
Anderson Zurmuehlen & Co., P.C. reported $43,531 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $11,366 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Montana (215th of 229), and 11,114th of 11,654 in professional & technical services. In 2022, employees put in $2.55 for every $1.00 the employer contributed.
Anderson Zurmuehlen & Co., P.C.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 810385940 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.