Plan Ledger DOL Form 5500 · updated monthly

Zachary's Chicago Pizza, Inc.ESOP

ZACHARY'S CHICAGO PIZZA, INC. EMPLOYEE STOCK OWNERSHIP PLAN · OAKLAND, CA · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Zachary's Chicago Pizza, Inc. reported $22,857 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,621 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 2 years on file its reported administrative ratio rose from 0.07% to 0.08%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other accommodation & food services employers. By assets it is the 2,742nd-largest of 9,483 plans among California employers on file, and the 209th of 2,240 in accommodation & food services.

Plan summary
Net assets, end of year$29,030,711
Participants with balances250
Active participants145
Employer contributions$1,250,004
Employee contributions—
Employer contribution per active participant$8,621
Average account balance$116,123
Benefits paid to participants$1,066,007
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.0M · 250 accts · $1.3M emplr
2023$27.8M · 244 accts · $1.7M emplr
2022$28.5M · 236 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,857
Total administrative$22,857
Employer contributions to the Zachary's Chicago Pizza, Inc. plan · 2024
Employer contribution per active participant$8,621
Median for plans this size$2,416
2024$8,621 per active participant
2023$12,014 per active participant
2022$8,865 per active participant

Zachary's Chicago Pizza, 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 · 20241
BELL INVESTMENT ADVISORS, INC. · Investment management$22,857

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$22,857 · 0.08%
2023$20,778 · 0.07%
2022$20,014 · 0.07%
All plans at this employer2
ZACHARY'S CHICAGO PIZZA, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)
ZACHARY'S CHICAGO PIZZA, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansAccommodation & Food Services · California
Stone Brewing Co., LLC CA$31.4M · 0.24%
Sweetgreen, Inc. CA$29.7M · 0.37%
El Pollo Loco, Inc. CA$27.9M · 0.18%
Ito, Inc. CA$27.8M · 0.16%
Catalina Island Company CA$27.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943028848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.