Plan Ledger DOL Form 5500 · updated monthly

Huitt-Zollars, Inc.ESOP

HUITT-ZOLLARS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Huitt-Zollars, Inc. reported $205 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,333 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 rose from 0.000% to 0.000%. 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 635th-largest of 5,688 plans among Texas employers on file, and the 1,459th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$103,656,476
Participants with balances731
Active participants510
Employer contributions$6,800,000
Employee contributions—
Employer contribution per active participant$13,333
Average account balance$141,801
Benefits paid to participants$7,155,408
Plan auditUnmodified (clean) audit opinion
AuditorSTAMBAUGH NESS
Plan history3
Yearassets · accounts · employer contribution
2024$103.7M · 731 accts · $6.8M emplr
2023$91.6M · 738 accts · $6.2M emplr
2022$82.5M · 710 accts · $5.7M emplr
Administrative expenses, itemized · 2024
Trustee / custodial$80
Total administrative$205
Employer contributions to the Huitt-Zollars, Inc. plan · 2024
Employer contribution per active participant$13,333
Median for plans this size$3,635
2024$13,333 per active participant
2023$12,109 per active participant
2022$11,728 per active participant

Huitt-Zollars, Inc.'s 2024 employer contribution ran above the $3,635 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.

Recordkeeper by year2
2024ROGERS WEALTH GROUP, INC.
2023ROGERS WEALTH GROUP, INC.

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Administrative cost history3
2024$205 · 0.00%
2023Not separately reported
2022$80 · 0.00%
All plans at this employer2
HUITT-ZOLLARS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST401(k)
Same employer
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Quiddity Engineering, LLC TX$110.8M · 0.06%
Omnitracs, LLC TX$101.4M · 0.15%
Virbac Corporation TX$100.0M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751500178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.