Plan Ledger DOL Form 5500 · updated monthly

Zamora Automotive, Inc.401(k)

ZAMORA AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN · MESA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Zamora Automotive, Inc. reported $14,569 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.28% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Arizona (1,054th of 1,285), and 4,654th of 5,215 in retail trade.

Plan summary
Net assets, end of year$2,061,554
Participants with balances157
Active participants444
Employer contributions$0
Employee contributions$707,987
Employer contribution per active participant$0
Average account balance$13,131
Benefits paid to participants$346,657
Plan auditUnmodified (clean) audit opinion
AuditorPOMARES &CO
Plan history3
Yearassets · accounts · employer contribution
2024$2.1M · 157 accts
2023$1.5M · 167 accts
2022$748K · 151 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,357
Investment management$1,212
Total administrative$14,569
The Zamora Automotive, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Zamora Automotive, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$1,212

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$14,569 · 0.81%
2023$10,424 · 0.92%
2022$2,127 · 0.28%
Same employer
Similar plansRetail Trade · Arizona
Freight Sales, Inc. AZ$2.4M · 0.86%
The Carioca Company AZ$2.2M · 0.03%
Express Home Services LLC AZ$1.8M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311821418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.