Plan Ledger DOL Form 5500 · updated monthly

Zilber LTD.401(k)

ZILBER LTD. EMPLOYEE SAVINGS PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Zilber LTD. reported $78,998 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,384 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 0.15% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 274th-largest of 1,936 plans among Wisconsin employers on file, and the 157th of 2,096 in real estate & leasing. In 2024, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,955,163
Participants with balances297
Active participants192
Employer contributions$841,723
Employee contributions$2,660,471
Employer contribution per active participant$4,384
Average account balance$275,943
Benefits paid to participants$7,348,813
Plan auditUnmodified (clean) audit opinion
AuditorSVA
Plan history3
Yearassets · accounts · employer contribution
2024$82.0M · 297 accts · $842K emplr
2023$76.0M · 310 accts · $603K emplr
2022$64.2M · 317 accts · $629K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,911
Investment management$56,087
Total administrative$78,998
The Zilber LTD. 401(k) match · 2024
Employer contribution per active participant$4,384
Median for plans this size$3,635
2024$4,384 per active participant
2023$2,987 per active participant
2022$2,955 per active participant

Zilber LTD.'s 2024 employer contribution ran above the $3,635 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 · 20242
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$22,911
FRANCIS LLC · Investment advisory (participants) · Investment advisory (plan)$56,087

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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

Administrative cost history3
2024$78,998 · 0.10%
2023$89,860 · 0.13%
2022$104,493 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Wisconsin
Sun Communities, Inc. MI$83.5M · 0.50%
Boyle Investment Company TN$82.2M · 0.27%
Royal Realty Corporation NY$81.9M · 0.13%
Kilroy Realty Corporation CA$81.6M · 0.03%
Savills, Inc NY$80.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391472959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.