Plan Ledger DOL Form 5500 · updated monthly

Zanini Tennessee, Inc.401(k)

ZANINI TENNESSEE RETIREMENT PLAN · WINCHESTER, TN · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Zanini Tennessee, Inc. reported $5,650 in plan administrative expenses for 2023: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $557 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 0.11% to 0.15%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Tennessee (1,116th of 1,496), and 11,536th of 13,661 in manufacturing. In 2023, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,376,972
Participants with balances102
Active participants145
Employer contributions$80,794
Employee contributions$234,408
Employer contribution per active participant$557
Average account balance$42,911
Benefits paid to participants$820,239
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 99 accts · $82K emplr
2023$4.4M · 102 accts · $81K emplr
2022$4.2M · 96 accts · $75K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,200
Investment management$450
Total administrative$5,650
The Zanini Tennessee, Inc. 401(k) match · 2023
Employer contribution per active participant$557
Median for plans this size$1,308
2024$509 per active participant
2023$557 per active participant
2022$558 per active participant

Zanini Tennessee, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,200

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$6,404 · 0.15%
2023$5,650 · 0.13%
2022$5,247 · 0.11%
Same employer
Similar plansManufacturing · Tennessee
The Wise Company, LLC TN$4.5M · 0.98%
Orhan North America, Inc. TN$4.4M · 0.13%
Signresource, LLC TN$4.3M · 0.41%
Kawasaki Tennessee, Inc. TN$4.3M · 0.56%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300170896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.