Plan Ledger DOL Form 5500 · updated monthly

Zenith Insurance Company401(k)

ZENITH 401(K) PLAN · WOODLAND HILLS, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Zenith Insurance Company reported $196,916 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $4,246 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 0.049% to 0.052%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other finance & insurance employers. By assets it is the 327th-largest of 9,483 plans among California employers on file, and the 356th of 4,798 in finance & insurance. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$399,089,397
Participants with balances1,706
Active participants1,474
Employer contributions$6,259,220
Employee contributions$17,038,230
Employer contribution per active participant$4,246
Average account balance$233,933
Benefits paid to participants$22,593,379
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$399.1M · 1,706 accts · $6.3M emplr
2023$355.3M · 1,686 accts · $6.0M emplr
2022$304.0M · 1,696 accts · $5.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,131
Investment management$69,785
Total administrative$196,916
The Zenith Insurance Company 401(k) match · 2024
Employer contribution per active participant$4,246
Median for plans this size$4,294
2024$4,246 per active participant
2023$4,141 per active participant
2022$3,985 per active participant

Zenith Insurance Company's 2024 employer contribution ran below the $4,294 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 · 20241
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$197,212

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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

Administrative cost history3
2024$196,916 · 0.05%
2023$175,228 · 0.05%
2022$161,847 · 0.05%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 951651549 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.