Plan Ledger DOL Form 5500 · updated monthly

Zbs Pet Care dba Alliance Animal401(k)

ALLIANCE ANIMAL HEALTH 401(K) PLAN · RYE BROOK, NY · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

Zbs Pet Care dba Alliance Animal reported $153,180 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,384 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 0.60% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,526th-largest of 5,648 plans among New York employers on file, and the 3,136th of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 1,499 to 2,367 since 2022.

Plan summary
Net assets, end of year$42,814,367
Participants with balances1,277
Active participants2,367
Employer contributions$3,276,228
Employee contributions$6,733,547
Employer contribution per active participant$1,384
Average account balance$33,527
Benefits paid to participants$3,636,377
Plan auditUnmodified (clean) audit opinion
AuditorBALLENTHIN FUNK & JOHNSON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.8M · 1,277 accts · $3.3M emplr
2023$28.7M · 1,045 accts · $2.5M emplr
2022$14.9M · 744 accts · $1.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,730
Investment management$138,450
Total administrative$153,180
The Zbs Pet Care dba Alliance Animal 401(k) match · 2024
Employer contribution per active participant$1,384
Median for plans this size$2,416
2024$1,384 per active participant
2023$1,250 per active participant
2022$1,067 per active participant

Zbs Pet Care dba Alliance Animal's 2024 employer contribution ran below 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
FAIRCOURT PARTNERS, LLC · Recordkeeping · Trustee$138,450
ADP, INC. · Loan processing · Recordkeeping$14,730

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

Recordkeeper by year2
2024ADP, FAIRCOURT PARTNERS, LLC
2023ADP, FAIRCOURT PARTNERS, LLC

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Administrative cost history3
2024$153,180 · 0.43%
2023$112,649 · 0.52%
2022$80,132 · 0.60%
Same employer
Similar plansProfessional & Technical Services · New York
Idi Billing Solutions NY$42.7M · 0.00%
Ruder-Finn, Inc. NY$42.5M · 0.17%
Bluevoyant Management LLC NY$42.2M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300964261 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.