Plan Ledger DOL Form 5500 · updated monthly

Zapata Group Inc401(k)

ZAPATA GROUP INC. 401(K) PROFIT SHARING PLAN · CHARLOTTE, NC · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Zapata Group Inc reported $1,050 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,481 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in North Carolina (1,072nd of 2,005), and the 974th of 2,534 in administrative & support services. In 2023, employees put in $3.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,642,287
Participants with balances109
Active participants74
Employer contributions$183,584
Employee contributions$684,983
Employer contribution per active participant$2,481
Average account balance$97,636
Benefits paid to participants$1,390,114
Plan auditUnmodified (clean) audit opinion
AuditorAC CPA, PLLC
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,050
Total administrative$1,050
The Zapata Group Inc 401(k) match · 2023
Employer contribution per active participant$2,481
Median for plans this size$2,440

Zapata Group Inc's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$1,050
KESTRA INVESTMENT SERVICES LLC · Other servicesindirect comp

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

Administrative cost history1
2023$1,050 · 0.01%
Similar plansAdministrative & Support Services · North Carolina
Revco Solutions, Inc. NC$14.3M · 0.41%
W.T. Humphrey, Inc. NC$14.1M · 0.81%
Transportation Impact LLC NC$12.6M · 0.69%
Zapata Group Inc NC$12.2M · 0.27%
Bruce Terminix Company NC$7.8M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561816365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.