Plan Ledger DOL Form 5500 · updated monthly

Zallie Supermarkets Inc401(k)

ZALLIE SUPERMARKETS SAVINGS PLAN · CLEMENTON, NJ · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Zallie Supermarkets Inc reported $15,465 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,019 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 fell from 0.05% to 0.04%. 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 673rd-largest of 2,419 plans among New Jersey employers on file, and the 794th of 5,215 in retail trade. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,805,388
Participants with balances350
Active participants256
Employer contributions$1,028,807
Employee contributions$1,641,393
Employer contribution per active participant$4,019
Average account balance$113,730
Benefits paid to participants$6,094,705
Plan auditUnmodified (clean) audit opinion
AuditorFORD SCOTT & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 350 accts · $1.0M emplr
2023$37.8M · 358 accts · $880K emplr
2022$32.4M · 355 accts · $781K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,288
Investment management$11,177
Total administrative$15,465
The Zallie Supermarkets Inc 401(k) match · 2024
Employer contribution per active participant$4,019
Median for plans this size$2,416
2024$4,019 per active participant
2023$3,373 per active participant
2022$2,838 per active participant

Zallie Supermarkets Inc's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$11,177
FIDELITY INVESTMENTS INST OPER CO · Loan processing$4,288

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$15,465 · 0.04%
2023$18,735 · 0.05%
2022$20,108 · 0.05%
Same employer
Similar plansRetail Trade · New Jersey
H. Betti Industries Inc. NJ$47.8M · 0.03%
Cipla USA NJ$44.6M · 0.13%
Paul Miller, Inc. NJ$44.4M · 0.44%
Dialamerica Marketing, Inc. NJ$42.7M · 0.11%
Care One Management, LLC NJ$39.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222385129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.