Plan Ledger DOL Form 5500 · updated monthly

Seven Z Enterprises, Inc.401(k)

SEVEN Z ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN · BRIDGEVILLE, PA · plan year 2023

Reported admin expense ratio · 2023
0.70%

Seven Z Enterprises, Inc. reported $40,531 in plan administrative expenses for 2023: 0.70% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio rose from 0.67% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Pennsylvania (2,758th of 3,651), and 3,513th of 5,215 in retail trade. In 2023, employees put in $1.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,926,210
Participants with balances95
Active participants0
Employer contributions$132,776
Employee contributions$232,227
Employer contribution per active participant—
Average account balance$62,381
Benefits paid to participants$1,015,735
Plan auditUnmodified (clean) audit opinion
AuditorLALLY & CO.
Plan history2
Yearassets · accounts · employer contribution
2023$5.9M · 95 accts · $133K emplr
2022$5.6M · 118 accts · $149K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$40,531
Total administrative$40,531
What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EMPOWER ADVISORY GROUP, LLC · Investment management$1,151
KESTRA INVESTMENT SERVICES, LLC$836
KESTRA INVESTMENT SERVICES, LLCindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$40,531 · 0.70%
2022$40,658 · 0.67%
Same employer
Similar plansRetail Trade · Pennsylvania
Marwen, Inc. PA$6.3M · 0.62%
Klingensmith Drug, Inc. PA$6.1M · 0.01%
Strahman Valves Inc PA$5.8M · 0.49%
Buckmans, Inc. PA$5.6M · 0.76%
M & B Paul, Inc. PA$5.6M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251443577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.