Plan Ledger DOL Form 5500 · updated monthly

Zoltek Corporation401(k)

ZOLTEK CORPORATION SAVINGS & PROFIT SHARING PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Zoltek Corporation reported $23,350 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,513 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 0.18% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 586th-largest of 1,393 plans among Missouri employers on file, and the 5,801st of 13,661 in manufacturing. In 2024, employees put in $2.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,693,432
Participants with balances183
Active participants376
Employer contributions$569,015
Employee contributions$1,261,114
Employer contribution per active participant$1,513
Average account balance$113,079
Benefits paid to participants$1,795,632
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER, HYBER & HELM, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.7M · 183 accts · $569K emplr
2023$17.7M · 188 accts · $552K emplr
2022$14.7M · 177 accts · $492K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,679
Investment management$10,671
Total administrative$23,350
The Zoltek Corporation 401(k) match · 2024
Employer contribution per active participant$1,513
Median for plans this size$2,416
2024$1,513 per active participant
2023$1,694 per active participant
2022$1,379 per active participant

Zoltek Corporation's 2024 employer contribution ran below the $2,416 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
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Participant communication$12,679
ENTERPRISE BANK & TRUST · Investment advisory (plan)$10,671
CHARLES SCHWAB TRUST BANK · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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Administrative cost history3
2024$23,350 · 0.12%
2023$15,583 · 0.10%
2022$29,451 · 0.18%
Same employer
Similar plansManufacturing · Missouri
Aspen Products, Inc. MO$21.4M · 0.87%
Moly-Cop USA LLC MO$21.1M · 0.36%
Vance Brothers, Inc. MO$21.1M · 0.43%
Foam Supplies, Inc. MO$20.8M · 0.39%
Pfi Holding Company, LLC MO$20.0M · 0.47%
Cee Kay Supply, Inc MO$19.8M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430549050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.