Plan Ledger DOL Form 5500 · updated monthly

Z&Z Holding Company, Inc.401(k)

Z & Z HOLDING COMPANY, INC. 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.36%

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

Z&Z Holding Company, Inc. reported $78,038 in plan administrative expenses for 2022: 0.36% of average plan assets, above the peer median. Employer contributions averaged $3,645 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 1 year on file its reported administrative ratio fell from 0.36% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 358th-largest of 1,021 plans among Oregon employers on file, and the 1,861st of 4,246 in wholesale trade. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,464,017
Participants with balances177
Active participants158
Employer contributions$575,935
Employee contributions$1,086,903
Employer contribution per active participant$3,645
Average account balance$115,616
Benefits paid to participants$1,152,834
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$16.2M · 180 accts · $621K emplr
2022$20.5M · 177 accts · $576K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$78,038
Total administrative$78,038
The Z&Z Holding Company, Inc. 401(k) match · 2022
Employer contribution per active participant$3,645
Median for plans this size$2,266
2023$3,979 per active participant
2022$3,645 per active participant

Z&Z Holding Company, Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size. 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 history3
2024Not separately reported
2023$52,422 · 0.29%
2022$78,038 · 0.36%
Similar plansWholesale Trade · Oregon
Bridgewell Resources LLC OR$24.6M · 0.08%
Dr. Martens OR$23.7M · 0.26%
Pacific Coast Fruit Company OR$22.3M · 0.71%
Rm Distributors, LLC OR$21.9M · 0.04%
United Tile Co., Inc. OR$17.8M · 0.02%
On Inc. OR$17.5M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461959833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.