Plan Ledger DOL Form 5500 · updated monthly

Ziff Brothers Investments, L.L.C.401(k)

ZBI MULTIPLE EMPLOYER 401(K) RETIREMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Ziff Brothers Investments, L.L.C. reported $75,485 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $18,757 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 3 years on file its reported administrative ratio has held roughly steady near 0.033%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 401st-largest of 5,648 plans among New York employers on file, and the 510th of 4,798 in finance & insurance. In 2024, the employer put in $1.18 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$244,817,979
Participants with balances493
Active participants185
Employer contributions$3,470,016
Employee contributions$2,944,410
Employer contribution per active participant$18,757
Average account balance$496,588
Benefits paid to participants$13,590,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$244.8M · 493 accts · $3.5M emplr
2023$219.3M · 519 accts · $3.4M emplr
2022$188.6M · 521 accts · $3.1M emplr
The Ziff Brothers Investments, L.L.C. 401(k) match · 2024
Employer contribution per active participant$18,757
Median for plans this size$3,635
2024$18,757 per active participant
2023$18,133 per active participant
2022$16,622 per active participant

Ziff Brothers Investments, L.L.C.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$30,003
VANGUARD ADVISERS INC. · Investment advisory (participants)$45,482

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,485 · 0.03%
2023$71,918 · 0.04%
2022$71,324 · 0.03%
Same employer
Similar plansFinance & Insurance · New York
Transatlantic Holdings, Inc. NY$233.8M · 0.02%
Schroder US Holdings Inc. NY$220.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133810050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.