Plan Ledger DOL Form 5500 · updated monthly

Roger Zatkoff CompanyProfit-sharing plan

ROGER ZATKOFF COMPANY EMPLOYEES' PROFIT SHARING RETIREMENT PLAN · FARMINGTON HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Roger Zatkoff Company reported $31,573 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $29,054 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 0.016% to 0.020%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 172nd-largest of 2,619 plans among Michigan employers on file, and the 277th of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$169,683,649
Participants with balances266
Active participants171
Employer contributions$4,968,242
Employee contributions$0
Employer contribution per active participant$29,054
Average account balance$637,908
Benefits paid to participants$5,708,773
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$169.7M · 266 accts · $5.0M emplr
2023$148.2M · 263 accts · $5.0M emplr
2022$125.7M · 253 accts · $4.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,573
Total administrative$31,573
Employer contributions to the Roger Zatkoff Company plan · 2024
Employer contribution per active participant$29,054
Median for plans this size$3,635
2024$29,054 per active participant
2023$27,393 per active participant
2022$25,924 per active participant

Roger Zatkoff Company'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.

Service providers · 20241

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$31,573 · 0.02%
2023$15,667 · 0.01%
2022$18,347 · 0.02%
Same employer
Similar plansWholesale Trade · Michigan
Alro Steel Corporation MI$512.8M · 0.11%
Nemak USA, Inc. MI$189.0M · 0.36%
Lumbermen's, Inc. MI$116.8M · 0.10%
Haviland Enterprises, Inc. MI$108.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 381683798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.