Plan Ledger DOL Form 5500 · updated monthly

Jzanus Consulting, Inc.401(k)

JZANUS CONSULTING, INC. 401(K) PROFIT SHARING PLAN AND TRUST · FRANKLIN SQUARE, NY · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Jzanus Consulting, Inc. reported $36,044 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $137 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 administrative & support services employers. By assets it is among the smaller plans on file in New York (3,735th of 5,648), and the 1,056th of 2,534 in administrative & support services. In 2024, employees put in $6.94 for every $1.00 the employer contributed; active participation has grown from 1,272 to 1,654 since 2022.

Plan summary
Net assets, end of year$9,155,612
Participants with balances869
Active participants1,654
Employer contributions$225,774
Employee contributions$1,567,958
Employer contribution per active participant$137
Average account balance$10,536
Benefits paid to participants$411,041
Plan auditDisclaimer of opinion
AuditorPERLSON ACCOUNTANTS & ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$9.2M · 869 accts · $226K emplr
2023$6.7M · 779 accts · $724K emplr
2022$4.3M · 519 accts · $225K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,798
Total administrative$36,044
The Jzanus Consulting, Inc. 401(k) match · 2024
Employer contribution per active participant$137
Median for plans this size$1,313
2024$137 per active participant
2023$518 per active participant
2022$177 per active participant

Jzanus Consulting, Inc.'s 2024 employer contribution ran below the $1,313 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
PAYCHEX, INC. · Recordkeeping$15,798
PRIVATE ADVISOR GROUP LLC · Investment advisory (participants)$20,246

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$36,044 · 0.46%
2023Not separately reported
2022Not separately reported
Similar plansAdministrative & Support Services · New York
The Tico Group, LLC NY$9.8M · 0.12%
Phaxis, LLC NY$9.5M · 0.93%
Janitronics, Inc. NY$9.2M · 0.51%
Res Servicing Corp NY$7.9M · 0.53%
Winston Resources, LLC NY$7.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113457458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.