Plan Ledger DOL Form 5500 · updated monthly

Zeigler Auto Group, Inc.401(k)

ZEIGLER AUTO GROUP, INC. EMPLOYEE'S 401(K) PLAN · KALAMAZOO, MI · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Zeigler Auto Group, Inc. reported $484,891 in plan administrative expenses for 2024: 0.70% of average plan assets, higher than ~90% of peers. Employer contributions averaged $233 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 3 years on file its reported administrative ratio has held roughly steady near 0.70%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 378th-largest of 2,619 plans among Michigan employers on file, and the 485th of 5,215 in retail trade. In 2024, employees put in $17.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$72,947,077
Participants with balances2,866
Active participants2,348
Employer contributions$548,199
Employee contributions$9,382,923
Employer contribution per active participant$233
Average account balance$25,453
Benefits paid to participants$11,346,246
Plan auditUnmodified (clean) audit opinion
AuditorUHY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$72.9M · 2,866 accts · $548K emplr
2023$65.2M · 3,731 accts · $508K emplr
2022$48.3M · 3,253 accts · $477K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$244,921
Investment management$239,970
Total administrative$484,891
The Zeigler Auto Group, Inc. 401(k) match · 2024
Employer contribution per active participant$233
Median for plans this size$3,635
2024$233 per active participant
2023$209 per active participant
2022$220 per active participant

Zeigler Auto Group, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
GREENLEAF TRUST · Recordkeeping · Trustee$484,891

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

Recordkeeper by year2
2024GREENLEAF TRUST
2023GREENLEAF TRUST

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

Administrative cost history3
2024$484,891 · 0.70%
2023$365,137 · 0.64%
2022$342,979 · 0.68%
Same employer
Similar plansRetail Trade · Michigan
Victory Automotive Group MI$110.9M · 0.70%
General Rv Centers, Inc. MI$77.4M · 0.39%
Abc Appliance, Inc. MI$69.7M · 0.04%
Awi Holdings, LLC MI$61.8M · 0.41%
Lafontaine Motors, Inc. MI$58.2M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383567114 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.