Plan Ledger DOL Form 5500 · updated monthly

Zenoss, Inc401(k)

ZENOSS INC. 401K PLAN · AUSTIN, TX · plan year 2023

Reported admin expense ratio · 2023
0.53%

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

Zenoss, Inc reported $49,277 in plan administrative expenses for 2023: 0.53% of average plan assets, above the peer median. Employer contributions averaged $0 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 0.51%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Texas (3,136th of 5,688), and 1,542nd of 2,199 in information & media. active participation has shrunk from 79 to 61 since 2022.

Plan summary
Net assets, end of year$9,479,453
Participants with balances109
Active participants61
Employer contributions$0
Employee contributions$836,266
Employer contribution per active participant$0
Average account balance$86,967
Benefits paid to participants$1,933,176
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 86 accts
2023$9.5M · 109 accts
2022$9.1M · 128 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,792
Investment management$33,465
Total administrative$49,277
The Zenoss, Inc 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Zenoss, Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
SAGEVIEW ADVISORY GROUP, LLC · Investment advisory (plan)$33,465
GWFS EQUITIES INC · Securities brokerage$20
GWFS EQUITIES INCindirect comp

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

Administrative cost history3
2024$47,625 · 0.51%
2023$49,277 · 0.53%
2022$47,726 · 0.49%
Similar plansInformation & Media · Texas
Hart Energy Publishing, LLC TX$10.2M · 0.02%
Spay, Inc. TX$10.2M · 0.33%
M. Roberts Media, LLC TX$9.9M · 0.08%
P97 Networks, LLC TX$9.6M · 0.22%
Healthmine Services, Inc. TX$9.2M · 0.10%
Ra Outdoors, LLC TX$9.1M · 0.59%
Jana, Inc. TX$9.0M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204015413 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.