Plan Ledger DOL Form 5500 · updated monthly

Zaheri Group401(k)

ZAHERI GROUP RETIREMENT PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Zaheri Group reported $94,178 in plan administrative expenses for 2024: 0.72% of average plan assets, higher than ~90% of peers. Employer contributions averaged $817 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 0.47% to 0.72%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 4,592nd-largest of 9,483 plans among California employers on file, and the 2,031st of 5,215 in retail trade. In 2024, employees put in $3.40 for every $1.00 the employer contributed; active participation has shrunk from 420 to 349 since 2022.

Plan summary
Net assets, end of year$13,907,623
Participants with balances256
Active participants349
Employer contributions$285,195
Employee contributions$971,086
Employer contribution per active participant$817
Average account balance$54,327
Benefits paid to participants$1,007,174
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 256 accts · $285K emplr
2023$12.3M · 258 accts · $277K emplr
2022$10.6M · 269 accts · $296K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$31,524
Investment management$32,154
Total administrative$94,178
The Zaheri Group 401(k) match · 2024
Employer contribution per active participant$817
Median for plans this size$2,416
2024$817 per active participant
2023$788 per active participant
2022$705 per active participant

Zaheri Group's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20243
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$31,524
FORUSALL ADVISORS · Investment advisory (plan)$32,154
PENSION ASSURANCE, LLP$30,500

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$94,178 · 0.72%
2023$63,716 · 0.56%
2022$55,216 · 0.47%
Similar plansRetail Trade · California
Bird Rides, Inc. CA$14.2M · 0.09%
Toyota of Santa Maria CA$14.1M · 0.62%
Dean Vistnes MD Inc CA$13.9M · 0.03%
Santa Margarita Ford CA$13.3M · 0.07%
Dollar Shave Club CA$13.2M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943072384 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.