Plan Ledger DOL Form 5500 · updated monthly

R.L. Zeigler Co., Inc.Money purchase plan

R.L. ZEIGLER CO., INC. MONEY PURCHASE PENSION PLAN · NORTHPORT, AL · plan year 2019

Reported admin expense ratio · 2019
0.09%

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

R.L. Zeigler Co., Inc. reported $3,171 in plan administrative expenses for 2019: 0.09% of average plan assets, below the peer median. Employer contributions averaged $1,316 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 fell from 0.09% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 238 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Alabama (710th of 902), and 12,013th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$3,500,188
Participants with balances156
Active participants112
Employer contributions$147,403
Employee contributions—
Employer contribution per active participant$1,316
Average account balance$22,437
Benefits paid to participants$338,867
Plan auditDisclaimer of opinion
AuditorJAMISONMONEYFARMER, P.C.
Plan history2
Yearassets · accounts · employer contribution
2022$974K · 51 accts · $8K emplr
2019$3.5M · 156 accts · $147K emplr
Administrative expenses, itemized · 2019
Recordkeeping & contract admin$3,171
Total administrative$3,171
Employer contributions to the R.L. Zeigler Co., Inc. plan · 2019
Employer contribution per active participant$1,316
Median for plans this size$892

R.L. Zeigler Co., Inc.'s 2019 employer contribution ran above the $892 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2022$1,800 · 0.08%
2019$3,171 · 0.09%
Similar plansManufacturing · Alabama
Das North America, Inc. AL$3.8M · 2.04%
Mesker Mbm LP AL$3.6M · 1.93%
Pha America Inc AL$3.4M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630517772 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.