Plan Ledger DOL Form 5500 · updated monthly

Zidian Management Corp.401(k)

ZIDIAN MANAGEMENT CORP. DBA THE ZIDIAN GROUP 401(K) PROFIT SHARING PLAN · BOARDMAN, OH · plan year 2023

Reported admin expense ratio · 2023
0.10%

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

Zidian Management Corp. reported $9,376 in plan administrative expenses for 2023: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,206 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 1 year on file its reported administrative ratio rose from 0.05% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Ohio (1,990th of 3,295), and 565th of 786 in management of companies. In 2023, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,930,533
Participants with balances242
Active participants207
Employer contributions$456,682
Employee contributions$832,083
Employer contribution per active participant$2,206
Average account balance$41,035
Benefits paid to participants$1,255,768
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$9.9M · 242 accts · $457K emplr
2022$8.5M · 235 accts · $449K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,274
Trustee / custodial$102
Total administrative$9,376
The Zidian Management Corp. 401(k) match · 2023
Employer contribution per active participant$2,206
Median for plans this size$1,308
2023$2,206 per active participant
2022$2,117 per active participant

Zidian Management Corp.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
NEWPORT GROUP, INC. · Recordkeeping$9,274

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

Administrative cost history2
2023$9,376 · 0.10%
2022$4,572 · 0.05%
Same employer
Similar plansManagement of Companies · Ohio
Dix 1898, Inc. OH$17.2M · 0.41%
Alliance Industries, Inc. OH$16.3M · 0.31%
The Ohio Masonic Home OH$15.8M · 0.73%
Central Investment LLC OH$12.9M · 0.14%
Sgb Smit USA Holding Inc. OH$8.1M · 0.01%
Litter Corporation, Inc. OH$8.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341942783 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.