Plan Ledger DOL Form 5500 · updated monthly

Zober Industries, Inc.401(k)

ZOBER INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN · CROYDON, PA · plan year 2024

Reported admin expense ratio · 2024
0.71%

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

Zober Industries, Inc. reported $64,694 in plan administrative expenses for 2024: 0.71% of average plan assets, above the peer median. Employer contributions averaged $1,046 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 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,334th of 3,651), and 8,988th of 13,661 in manufacturing. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,562,061
Participants with balances192
Active participants151
Employer contributions$157,917
Employee contributions$346,866
Employer contribution per active participant$1,046
Average account balance$49,802
Benefits paid to participants$818,788
Plan auditUnmodified (clean) audit opinion
AuditorDUNLAPSLK, PC
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 192 accts · $158K emplr
2023$8.8M · 150 accts · $83K emplr
2022$8.2M · 157 accts · $73K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,694
Total administrative$64,694
The Zober Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$1,046
Median for plans this size$1,313
2024$1,046 per active participant
2023$544 per active participant
2022$497 per active participant

Zober Industries, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20244
JANNEY MONTGOMERY SCOTT LLC · Investment advisory (plan)$22,556
THE RETIREMENT ADVANTAGE INC · Contract administrator$13,111
DUNLAP & ASSOCIATES PC · Accounting / audit$11,000
CAPITAL GROUP RETIREMENT PLAN SERVI$527

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$64,694 · 0.71%
2023$8,099 · 0.10%
2022$2,050 · 0.02%
Similar plansManufacturing · Pennsylvania
Rebco, Inc. PA$9.6M · 0.60%
Premier Pan Company PA$9.6M · 0.05%
McClarin Plastics, LLC PA$9.5M · 0.82%
Phb Die Casting Inc. PA$9.5M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232082473 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.