Plan Ledger DOL Form 5500 · updated monthly

Ziegler Cooper, Inc.401(k)

ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Ziegler Cooper, Inc. reported $437 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,961 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 fell from 0.005% to 0.002%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,041st-largest of 5,688 plans among Texas employers on file, and the 5,613th of 11,654 in professional & technical services. In 2024, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,678,190
Participants with balances133
Active participants53
Employer contributions$156,928
Employee contributions$456,772
Employer contribution per active participant$2,961
Average account balance$147,956
Benefits paid to participants$1,935,733
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.7M · 133 accts · $157K emplr
2023$19.1M · 134 accts · $170K emplr
2022$17.3M · 132 accts · $174K emplr
The Ziegler Cooper, Inc. 401(k) match · 2024
Employer contribution per active participant$2,961
Median for plans this size$2,416
2024$2,961 per active participant
2023$3,865 per active participant
2022$3,107 per active participant

Ziegler Cooper, Inc.'s 2024 employer contribution ran above the $2,416 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.

Administrative cost history3
2024$437 · 0.00%
2023$425 · 0.00%
2022$916 · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 760025468 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.