Plan Ledger DOL Form 5500 · updated monthly

Zephyr Products, Inc.401(k)

ZEPHYR PRODUCTS, INC. PROFIT SHARING AND 401(K) PLAN · LEAVENWORTH, KS · plan year 2024

Reported admin expense ratio · 2024
1.07%

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

Zephyr Products, Inc. reported $84,732 in plan administrative expenses for 2024: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,487 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 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Kansas (519th of 828), and 9,222nd of 13,661 in manufacturing. In 2024, the employer put in $1.39 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$9,020,076
Participants with balances147
Active participants133
Employer contributions$729,833
Employee contributions$524,288
Employer contribution per active participant$5,487
Average account balance$61,361
Benefits paid to participants$237,631
Plan auditUnmodified (clean) audit opinion
AuditorVARNEY & ASSOCIATES, CPAS LLC
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$35,836
Investment management$48,896
Total administrative$84,732
The Zephyr Products, Inc. 401(k) match · 2024
Employer contribution per active participant$5,487
Median for plans this size$1,313

Zephyr Products, 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$35,836
CREATIVE PLANNING, LLC · Investment advisory (plan)$48,896

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

Administrative cost history1
2024$84,732 · 1.07%
Similar plansManufacturing · Kansas
Purefield Ingredients LLC KS$9.2M · 0.10%
Abilene Machine LLC KS$9.1M · 0.50%
Usc, LLC KS$9.1M · 0.70%
Cox Machine, Inc. KS$9.0M · 0.36%
Hf Rubber Machinery, Inc. KS$8.9M · 0.09%
Takako America Co., Inc. KS$8.9M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 480901014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.