Plan Ledger DOL Form 5500 · updated monthly

Zefr401(k)

ZEFR 401(K) PLAN · LOS ANGELES, CA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Zefr reported $42,440 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $6,515 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 0.31% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 4,030th-largest of 9,483 plans among California employers on file, and 1,115th of 2,199 in information & media. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,196,609
Participants with balances284
Active participants160
Employer contributions$1,042,331
Employee contributions$1,898,562
Employer contribution per active participant$6,515
Average account balance$60,551
Benefits paid to participants$959,773
Plan auditUnmodified (clean) audit opinion
AuditorHYPERION ACCOUNTING GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$17.2M · 284 accts · $1.0M emplr
2023$13.1M · 275 accts · $1.1M emplr
2022$8.8M · 274 accts · $825K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,769
Investment management$39,671
Total administrative$42,440
The Zefr 401(k) match · 2024
Employer contribution per active participant$6,515
Median for plans this size$2,416
2024$6,515 per active participant
2023$6,756 per active participant
2022$4,771 per active participant

Zefr's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20243
MORGAN STANLEY SMITH BARNEY · Recordkeeping · Trustee$39,671
ADP, INC. · Loan processing · Recordkeeping$2,768
ADP BROKER-DEALERindirect comp

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, Morgan Stanley
2023ADP, Morgan Stanley

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$42,440 · 0.28%
2023$33,327 · 0.30%
2022$26,700 · 0.31%
Same employer
Similar plansInformation & Media · California
The Qt Company CA$17.7M · 0.23%
Comparenetworks, Inc. CA$17.6M · 0.25%
Frontapp, Inc. CA$17.4M · 0.56%
Chernin Entertainment, LLC CA$17.3M · 0.02%
Expensify, Inc CA$17.0M · 0.21%
Public Library of Science CA$16.8M · 0.55%
Sebastian Enterprises, Inc. CA$16.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943458703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.