Zeta Associates401(k)

Zeta Associates's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $589,921,386 across 711 participant accounts, with employer contributions averaging $41,679 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 64th-largest of 2,266 plans among Virginia employers on file, and the 307th of 11,654 in professional & technical services. In 2024, the employer put in $4.37 for every $1.00 employees contributed themselves; active participation has grown from 488 to 566 since 2022.