Plan Ledger DOL Form 5500 · updated monthly

Zero Zone, Inc.401(k)

ZERO ZONE, INC. 401(K) SAVINGS PLAN · NORTH PRAIRIE, WI · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Zero Zone, Inc. reported $113,222 in plan administrative expenses for 2024: 0.20% of average plan assets, above the peer median. Employer contributions averaged $4,176 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 0.18% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 366th-largest of 1,936 plans among Wisconsin employers on file, and the 2,788th of 13,661 in manufacturing. In 2024, employees put in $1.20 for every $1.00 the employer contributed; active participation has grown from 436 to 547 since 2022.

Plan summary
Net assets, end of year$59,368,836
Participants with balances740
Active participants547
Employer contributions$2,284,220
Employee contributions$2,749,227
Employer contribution per active participant$4,176
Average account balance$80,228
Benefits paid to participants$5,106,430
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.4M · 740 accts · $2.3M emplr
2023$52.6M · 649 accts · $1.9M emplr
2022$49.3M · 592 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,074
Investment management$83,148
Total administrative$113,222
The Zero Zone, Inc. 401(k) match · 2024
Employer contribution per active participant$4,176
Median for plans this size$3,635
2024$4,176 per active participant
2023$4,071 per active participant
2022$4,256 per active participant

Zero Zone, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
DENALI WEALTH MANAGEMENT- CARL VALI · Investment advisory (plan)$55,454
EMPOWER ADVISORY GROUP, LLC · Investment management$27,695

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$113,222 · 0.20%
2023$100,717 · 0.20%
2022$100,279 · 0.18%
Same employer
Similar plansManufacturing · Wisconsin
Paper Machinery Corporation WI$61.6M · 0.15%
Nelson Global Products Inc. WI$59.2M · 0.32%
Ttx Holdings, Inc. WI$58.3M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390986069 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.