Plan Ledger DOL Form 5500 · updated monthly

Zidan Management Group, Inc.401(k)

ZIDAN MANAGEMENT GROUP, INC. 401(K) SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Zidan Management Group, Inc. reported $385 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $221 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Indiana (1,546th of 1,562), and 2,059th of 2,096 in real estate & leasing. In 2022, employees put in $5.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$248,832
Participants with balances50
Active participants160
Employer contributions$35,379
Employee contributions$188,745
Employer contribution per active participant$221
Average account balance$4,977
Benefits paid to participants$5,868
Plan auditUnmodified (clean) audit opinion
AuditorMATT BUCHMEIER, CPA
The Zidan Management Group, Inc. 401(k) match · 2022
Employer contribution per active participant$221
Median for plans this size$331

Zidan Management Group, Inc.'s 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$385 · 0.15%
Same employer
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M & J Management Co LLC IN$1.2M · 0.37%
Sh Staffing LLC IN$530K · 1.51%
Assero Services, LLC PA$298K · 1.91%
Sg Homecare Inc CA$272K · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 203296230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.