Plan Ledger DOL Form 5500 · updated monthly

Hanley Wood, dba Zonda401(k)

HANLEY WOOD, DBA ZONDA 401(K) PLAN · NEWPORT BEACH, CA · plan year 2024

Reported admin expense ratio · 2024
0.31%

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

Hanley Wood, dba Zonda reported $167,227 in plan administrative expenses for 2024: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,053 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 3 years on file its reported administrative ratio has held roughly steady near 0.307%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 1,610th-largest of 9,483 plans among California employers on file, and the 474th of 2,199 in information & media. In 2024, employees put in $6.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$56,129,047
Participants with balances703
Active participants565
Employer contributions$594,715
Employee contributions$3,696,783
Employer contribution per active participant$1,053
Average account balance$79,842
Benefits paid to participants$10,322,377
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$56.1M · 703 accts · $595K emplr
2023$52.7M · 772 accts · $385K emplr
2022$47.0M · 809 accts · $402K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$112,111
Investment management$55,116
Total administrative$167,227
The Hanley Wood, dba Zonda 401(k) match · 2024
Employer contribution per active participant$1,053
Median for plans this size$3,635
2024$1,053 per active participant
2023$692 per active participant
2022$728 per active participant

Hanley Wood, dba Zonda's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20242
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$55,116

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$167,227 · 0.31%
2023$146,503 · 0.29%
2022$165,252 · 0.31%
Same employer
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Sag Aftra CA$58.1M
Streamland Media LLC CA$57.6M · 0.20%
Sumo Logic, Inc. CA$56.0M · 0.05%
Annual Reviews CA$53.4M · 0.02%
6SENSE Insights, Inc. CA$53.0M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 800956936 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.