Plan Ledger DOL Form 5500 · updated monthly

R. W. Zant Company401(k)

R. W. ZANT COMPANY 401(K) RETIREMENT PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.18%

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

R. W. Zant Company reported $15,714 in plan administrative expenses for 2022: 0.18% of average plan assets, below the peer median. Employer contributions averaged $1,128 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 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (7,093rd of 9,483), and 3,675th of 4,246 in wholesale trade. In 2022, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,713,070
Participants with balances36
Active participants121
Employer contributions$136,544
Employee contributions$267,092
Employer contribution per active participant$1,128
Average account balance$130,919
Benefits paid to participants$6,897,114
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS HORSFALL MURPHY PINDROH LLP
The R. W. Zant Company 401(k) match · 2022
Employer contribution per active participant$1,128
Median for plans this size$1,114

R. W. Zant Company's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$15,714 · 0.18%
Same employer
Similar plansWholesale Trade · California
Tapia Brothers CA$4.9M · 0.01%
So. Cal. Sandbags, Inc. CA$4.9M · 0.58%
Cumming Chevrolet CA$4.8M · 1.10%
Snyder-Diamond CA$4.8M · 0.09%
Custom Produce Sales CA$4.7M · 1.25%
Innovation Specialties CA$4.7M · 1.04%
Quay Australia CA$4.6M · 2.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952092158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.