Plan Ledger DOL Form 5500 · updated monthly

Ziehl-Abegg, Inc.401(k)

ZIEHL-ABEGG, INC. 401(K) PLAN · WINSTON-SALEM, NC · plan year 2024

Reported admin expense ratio · 2024
1.14%

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

Ziehl-Abegg, Inc. reported $39,000 in plan administrative expenses for 2024: 1.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $685 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 rose from 0.66% to 1.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in North Carolina (1,561st of 2,005), and 11,715th of 13,661 in manufacturing. In 2024, employees put in $2.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,039,446
Participants with balances233
Active participants327
Employer contributions$224,122
Employee contributions$660,627
Employer contribution per active participant$685
Average account balance$17,337
Benefits paid to participants$206,178
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.0M · 233 accts · $224K emplr
2022$1.7M · 99 accts · $100K emplr
The Ziehl-Abegg, Inc. 401(k) match · 2024
Employer contribution per active participant$685
Median for plans this size$1,313
2024$685 per active participant
2022$528 per active participant

Ziehl-Abegg, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
TRANSAMERICA FINANCIAL LIFE INSURAN · Recordkeeping · Loan processing$9,843
BENEFIT PLANS SERVICES, INC. · Recordkeeping · Loan processing$2,360
MERRILL LYNCH LIFE AGENCY, INC. · Investment advisory (plan)$16,844

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

Administrative cost history2
2024$39,000 · 1.14%
2022$10,520 · 0.66%
Same employer
Similar plansManufacturing · North Carolina
Press Glass, Inc. NC$4.2M · 1.78%
1ST Choice Cabinetry, LLC NC$4.2M · 0.34%
Tergus Pharma, LLC NC$4.1M · 0.25%
Fibreworks Composites LLC NC$3.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200338305 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.