Plan Ledger DOL Form 5500 · updated monthly

Geozoning, Inc.401(k)

GEOZONING, INC. 401(K) PLAN · SACRAMENTO, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Geozoning, Inc. reported $4,605 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,727 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in California (5,871st of 9,483), and 4,124th of 4,798 in finance & insurance. In 2024, employees put in $2.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,540,433
Participants with balances181
Active participants197
Employer contributions$734,288
Employee contributions$1,490,252
Employer contribution per active participant$3,727
Average account balance$47,185
Benefits paid to participants$106,934
Plan auditUnmodified (clean) audit opinion
AuditorEC BARRETT, LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,605
Total administrative$4,605
The Geozoning, Inc. 401(k) match · 2024
Employer contribution per active participant$3,727
Median for plans this size$1,313

Geozoning, Inc.'s 2024 employer contribution ran above the $1,313 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.

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 · 20241
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$4,605

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

Administrative cost history1
2024$4,605 · 0.07%
Same employer
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Mulligan Funding, LLC CA$9.1M · 0.69%
Sunbit CA$8.8M · 0.25%
Cbc Federal Credit Union CA$8.6M · 0.45%
Dignified Home Loans, LLC CA$8.5M · 0.69%
1ST Capital Bank CA$8.5M · 0.39%
Cabrillo Credit Union CA$8.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455233716 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.