Plan Ledger DOL Form 5500 · updated monthly

Z & S Management Corporation401(k)

360 BEHAVIORAL HEALTH 401(K) PLAN · CHATSWORTH, CA · plan year 2022

Reported admin expense ratio · 2022
0.38%

Z & S Management Corporation reported $3,281 in plan administrative expenses for 2022: 0.38% of average plan assets, below 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in California (8,874th of 9,483), and 10,978th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$912,173
Participants with balances94
Active participants1,350
Employer contributions—
Employee contributions$368,517
Employer contribution per active participant—
Average account balance$9,704
Benefits paid to participants$84,398
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,281
Total administrative$3,281
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$3,281 · 0.38%
Same employer
Similar plansHealth Care & Social Assistance · California
Plaza Community Center CA$894K · 0.70%
La Laser CA$888K · 1.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 263901869 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.