Plan Ledger DOL Form 5500 · updated monthly

Zemba Bros., Inc.401(k)

ZEMBA BROS., INC. 401(K) PROFIT SHARING PLAN · ZANESVILLE, OH · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Zemba Bros., Inc. reported $69,879 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $4,249 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 0.67% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Ohio (1,932nd of 3,295), and 2,987th of 5,337 in construction. In 2024, the employer put in $1.15 for every $1.00 employees contributed themselves; active participation has grown from 149 to 182 since 2022.

Plan summary
Net assets, end of year$10,684,568
Participants with balances279
Active participants182
Employer contributions$773,345
Employee contributions$673,168
Employer contribution per active participant$4,249
Average account balance$38,296
Benefits paid to participants$563,466
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.7M · 279 accts · $773K emplr
2023$8.6M · 279 accts · $566K emplr
2022$7.0M · 218 accts · $571K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,879
Total administrative$69,879
The Zemba Bros., Inc. 401(k) match · 2024
Employer contribution per active participant$4,249
Median for plans this size$1,313
2024$4,249 per active participant
2023$3,010 per active participant
2022$3,830 per active participant

Zemba Bros., Inc.'s 2024 employer contribution ran above the $1,313 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$33,597
QUALIFIED PENSION CONSULTANTS, INC. · Recordkeeping · Loan processing$7,500
EQUITABLE ADVISORS, LLC · Investment advisory (plan)$27,882

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

Recordkeeper by year2
2024QUALIFIED PENSION CONSULTANTS, INC., Transamerica
2023QUALIFIED PENSION CONSULTANTS, INC., Transamerica

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Administrative cost history3
2024$69,879 · 0.73%
2023$61,817 · 0.80%
2022$50,839 · 0.67%
Same employer
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First Equity Holdings OH$10.9M · 0.56%
Mid-City Electric Company OH$10.7M · 0.54%
Obr Cooling Towers, Inc. OH$10.3M · 0.24%
Hilltop Energy, Inc. OH$10.1M · 0.42%
Beacon Electric Company OH$9.7M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061669800 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.