Plan Ledger DOL Form 5500 · updated monthly

Zo Skin Health, Inc.401(k)

ZO SKIN HEALTH, INC. 401(K) PROFIT SHARING PLAN · IRVINE, CA · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Zo Skin Health, Inc. reported $58,134 in plan administrative expenses for 2023: 0.34% of average plan assets, above the peer median. Employer contributions averaged $4,790 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 1 year on file its reported administrative ratio fell from 0.61% to 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 3,546th-largest of 9,483 plans among California employers on file, and the 1,840th of 4,246 in wholesale trade. In 2023, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,652,255
Participants with balances400
Active participants327
Employer contributions$1,566,445
Employee contributions$2,966,459
Employer contribution per active participant$4,790
Average account balance$51,631
Benefits paid to participants$1,255,730
Plan auditUnmodified (clean) audit opinion
AuditorRJI INTERNATIONAL CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$20.7M · 400 accts · $1.6M emplr
2022$13.5M · 370 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,864
Investment management$35,270
Total administrative$58,134
The Zo Skin Health, Inc. 401(k) match · 2023
Employer contribution per active participant$4,790
Median for plans this size$2,440
2023$4,790 per active participant
2022$4,151 per active participant

Zo Skin Health, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
BANCWEST INVESTMENT SERVICES INC · Investment advisory (plan)$14,827
EMPOWER ADVISORY GROUP, LLC · Investment management$10,608
LPL FINANCIAL · Investment advisory (plan)$9,836

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

Administrative cost history2
2023$58,134 · 0.34%
2022$79,821 · 0.61%
Same employer
Similar plansWholesale Trade · California
East Bay Tire Company CA$21.3M · 0.45%
Adams Group, Inc. CA$21.2M · 0.40%
Obagi Cosmeceuticals, LLC CA$20.8M · 0.25%
Razer USA LTD CA$20.8M · 0.41%
Peninsula Components CA$20.1M · 0.27%
True Religion Apparel, Inc. CA$20.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204686721 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.