Plan Ledger DOL Form 5500 · updated monthly

Zenger Group, Inc401(k)

ZENGER GROUP, INC 401(K) PROFIT SHARING PLAN AND TRUST · TONAWANDA, NY · plan year 2022

Reported admin expense ratio · 2022
0.51%

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

Zenger Group, Inc reported $44,193 in plan administrative expenses for 2022: 0.51% of average plan assets, above the peer median. Employer contributions averaged $1,391 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in New York (3,963rd of 5,648), and 9,813th of 13,661 in manufacturing. In 2022, employees put in $2.76 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,681,541
Participants with balances78
Active participants94
Employer contributions$130,786
Employee contributions$361,470
Employer contribution per active participant$1,391
Average account balance$98,481
Benefits paid to participants$1,102,821
Plan auditUnmodified (clean) audit opinion
AuditorFEDERSPIEL, PFEIFER & KUBICKI
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,241
Investment management$20,952
Total administrative$44,193
The Zenger Group, Inc 401(k) match · 2022
Employer contribution per active participant$1,391
Median for plans this size$1,114

Zenger Group, Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$44,193 · 0.51%
Similar plansManufacturing · New York
Europastry USA, Inc NY$8.0M · 0.62%
Icm Controls Corp NY$7.9M · 0.26%
Currier Plastics, Inc. NY$7.8M · 1.37%
Thomas Electronics, Inc. NY$7.7M · 0.54%
Gourmet Boutique, LLC NY$7.7M · 0.98%
Robert E. Derecktor, Inc. NY$7.6M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 161155698 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.