Plan Ledger DOL Form 5500 · updated monthly

Zim Industries, Inc401(k)

ZIM INDUSTRIES, INC 401(K) PROFIT SHARING PLAN · FRESNO, CA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Zim Industries, Inc reported $97,459 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $8,616 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 0.36% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 3,039th-largest of 9,483 plans among California employers on file, and the 1,705th of 5,337 in construction. In 2024, the employer put in $1.31 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$25,634,415
Participants with balances217
Active participants148
Employer contributions$1,275,222
Employee contributions$976,796
Employer contribution per active participant$8,616
Average account balance$118,131
Benefits paid to participants$2,998,165
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$25.6M · 217 accts · $1.3M emplr
2023$23.9M · 216 accts · $1.0M emplr
2022$20.8M · 201 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$59,096
Investment management$38,363
Total administrative$97,459
The Zim Industries, Inc 401(k) match · 2024
Employer contribution per active participant$8,616
Median for plans this size$2,416
2024$8,616 per active participant
2023$6,996 per active participant
2022$9,224 per active participant

Zim Industries, Inc's 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$59,096
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$34,726

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$97,459 · 0.39%
2023$83,958 · 0.38%
2022$76,851 · 0.36%
Same employer
Similar plansConstruction · California
Sprig Electric CA$24.6M · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942597729 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.