Plan Ledger DOL Form 5500 · updated monthly

The Zachariah Group LLC401(k)

THE ZACHARIAH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · PLANO, TX · plan year 2022

Reported admin expense ratio · 2022
0.60%

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

The Zachariah Group LLC reported $11,183 in plan administrative expenses for 2022: 0.60% of average plan assets, above the peer median. Employer contributions averaged $381 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 health care & social assistance employers. By assets it is among the smaller plans on file in Texas (5,008th of 5,688), and 10,264th of 11,911 in health care & social assistance. In 2022, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,737,774
Participants with balances60
Active participants116
Employer contributions$44,173
Employee contributions$50,784
Employer contribution per active participant$381
Average account balance$28,963
Plan auditQualified audit opinion
AuditorPWC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,915
Investment management$7,268
Total administrative$11,183
The The Zachariah Group LLC 401(k) match · 2022
Employer contribution per active participant$381
Median for plans this size$1,114

The Zachariah Group LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$11,183 · 0.60%
Similar plansHealth Care & Social Assistance · Texas
Mycentric Healthcare, LLC TX$1.9M · 0.41%
Drh & Associates, Inc. TX$1.8M · 0.13%
Project Amistad, Inc. TX$1.7M · 0.17%
Hrmd Management TX$1.6M · 0.04%
Spectrum of Hope, LLC TX$1.6M · 5.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 711020644 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.