Plan Ledger DOL Form 5500 · updated monthly

Zima International, Inc.401(k)

DANDY 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Zima International, Inc. reported $7,274 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.02% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in New York (3,330th of 5,648), and the 5,162nd of 11,911 in health care & social assistance. active participation has grown from 830 to 951 since 2022.

Plan summary
Net assets, end of year$11,961,664
Participants with balances441
Active participants951
Employer contributions$0
Employee contributions$2,989,233
Employer contribution per active participant$0
Average account balance$27,124
Benefits paid to participants$2,003,659
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 441 accts
2023$8.4M · 384 accts
2022$4.7M · 390 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,136
Investment management$2,138
Total administrative$7,274
The Zima International, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Zima International, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,136

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$7,274 · 0.07%
2023$9,548 · 0.15%
2022$913 · 0.02%
Same employer
Similar plansHealth Care & Social Assistance · New York
Nadap, Inc. NY$12.2M · 0.35%
Depaul Group, Inc. NY$11.9M · 0.12%
God's Love We Deliver NY$11.9M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813828017 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.