Plan Ledger DOL Form 5500 · updated monthly

Fross Zelnick Lehrman & Zissu, P.C.401(k)

FROSS ZELNICK LEHRMAN & ZISSU, P.C. 401K & PROFIT SHARING PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.33%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Fross Zelnick Lehrman & Zissu, P.C. reported $168,711 in plan administrative expenses for 2024: 0.33% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,459 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.

Across the 2 years on file its reported administrative ratio fell from 0.38% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,313th-largest of 5,648 plans among New York employers on file, and the 2,644th of 11,654 in professional & technical services. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,880,140
Participants with balances265
Active participants175
Employer contributions$955,342
Employee contributions$1,723,153
Employer contribution per active participant$5,459
Average account balance$199,548
Benefits paid to participants$6,245,598
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$52.9M · 265 accts · $955K emplr
2023$49.2M · 262 accts · $701K emplr
2022$39.6M · 258 accts · $974K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,169
Investment management$102,407
Audit (IQPA)$8,542
Total administrative$168,711
The Fross Zelnick Lehrman & Zissu, P.C. 401(k) match · 2024
Employer contribution per active participant$5,459
Median for plans this size$3,635
2024$5,459 per active participant
2023$4,174 per active participant
2022$6,010 per active participant

Fross Zelnick Lehrman & Zissu, P.C.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$73,714
CBIZ INC$32,550
MARSH & MCLENNAN COMPANIES INC · Accounting / audit$8,542
GROOM LAW GROUP CHARTERED · Legal$5,043
EMPOWER ADVISORY GROUP, LLC · Investment management$2,313

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$168,711 · 0.33%
2023$147,875 · 0.33%
2022$173,181 · 0.38%
Same employer
Similar plansProfessional & Technical Services · New York
Haug Partners LLP NY$54.6M · 0.08%
Luxoft USA, Inc. NY$53.5M · 0.31%
Cheil USA Inc. NY$53.2M · 0.14%
Grassi & Co., Cpas, P.C. NY$52.5M · 0.17%
J. Goldman & Co., L.P. NY$52.1M · 0.01%
Bioivt, LLC NY$52.1M · 0.14%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133106281 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.