Plan Ledger DOL Form 5500 · updated monthly

Zag Technical Services401(k)

ZAG TECHNICAL SERVICES 401(K) PROFIT SHARING PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Zag Technical Services reported $88,306 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,702 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 rose from 0.48% to 0.53%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 4,021st-largest of 9,483 plans among California employers on file, and 6,074th of 11,654 in professional & technical services. In 2024, employees put in $3.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,248,198
Participants with balances135
Active participants80
Employer contributions$376,176
Employee contributions$1,502,535
Employer contribution per active participant$4,702
Average account balance$127,764
Benefits paid to participants$2,819,138
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$17.2M · 135 accts · $376K emplr
2023$16.0M · 150 accts · $389K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,313
Investment management$65,993
Total administrative$88,306
The Zag Technical Services 401(k) match · 2024
Employer contribution per active participant$4,702
Median for plans this size$2,416
2024$4,702 per active participant
2023$2,925 per active participant

Zag Technical Services'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
FISHER ASSET MANAGEMENT LLC FISHER · Investment advisory (plan)$65,993

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$88,306 · 0.53%
2023$70,425 · 0.48%
Similar plansProfessional & Technical Services · California
Etic CA$17.4M · 0.40%
Liveaction, Inc. CA$17.2M · 0.31%
Chownow, Inc CA$17.1M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770492384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.