Plan Ledger DOL Form 5500 · updated monthly

Tzero Group, Inc.401(k)

TZERO GROUP, INC. 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Tzero Group, Inc. reported $33,127 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $7,614 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 has held roughly steady near 0.267%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 396th-largest of 848 plans among Utah employers on file, and 3,671st of 4,798 in finance & insurance. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,218,643
Participants with balances101
Active participants64
Employer contributions$487,311
Employee contributions$879,270
Employer contribution per active participant$7,614
Average account balance$130,878
Benefits paid to participants$1,554,406
Plan auditUnmodified (clean) audit opinion
AuditorTANNER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$13.2M · 101 accts · $487K emplr
2023$11.6M · 94 accts · $650K emplr
2022$11.1M · 111 accts · $774K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,641
Investment management$23,486
Total administrative$33,127
The Tzero Group, Inc. 401(k) match · 2024
Employer contribution per active participant$7,614
Median for plans this size$2,416
2024$7,614 per active participant
2023$11,011 per active participant
2022$11,386 per active participant

Tzero Group, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20242
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$23,486
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$9,658

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$33,127 · 0.27%
2023$31,159 · 0.27%
2022$37,553 · 0.27%
Similar plansFinance & Insurance · Utah
Gps Capital Markets, Inc. UT$17.9M · 0.09%
Wc Administrators, LLC UT$16.3M · 0.33%
Veritas Funding, LLC UT$12.0M · 0.39%
First Utah Bancorporation UT$11.2M · 0.42%
Finwise Bank UT$11.0M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472409269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.