Plan Ledger DOL Form 5500 · updated monthly

Ziegler Inc.401(k)

ZIEGLER INC. VOLUNTARY RETIREMENT SAVINGS PLAN · MINNEAPOLIS, MN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Ziegler Inc. reported $32,162 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,226 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 0.011% to 0.009%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 99th-largest of 1,918 plans among Minnesota employers on file, and the 136th of 5,215 in retail trade. In 2024, employees put in $1.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$387,104,811
Participants with balances3,022
Active participants2,424
Employer contributions$10,243,378
Employee contributions$18,547,845
Employer contribution per active participant$4,226
Average account balance$128,096
Benefits paid to participants$35,968,364
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$387.1M · 3,022 accts · $10.2M emplr
2023$349.3M · 3,075 accts · $11.3M emplr
2022$289.9M · 2,912 accts · $4.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,162
Total administrative$32,162
The Ziegler Inc. 401(k) match · 2024
Employer contribution per active participant$4,226
Median for plans this size$4,294
2024$4,226 per active participant
2023$4,023 per active participant
2022$1,818 per active participant

Ziegler Inc.'s 2024 employer contribution ran below the $4,294 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 · 20241

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$32,162 · 0.01%
2023$29,347 · 0.01%
2022$33,293 · 0.01%
Same employer
Similar plansRetail Trade · Minnesota
Blst Operating Company, LLC MN$204.3M · 0.09%
Coborn's Incorporated MN$162.1M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410624660 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.