Plan Ledger DOL Form 5500 · updated monthly

Zonar Systems Inc401(k)

ZONAR SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST · SEATTLE, WA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Zonar Systems Inc reported $129,278 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $5,914 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is the 424th-largest of 1,714 plans among Washington employers on file, and the 631st of 2,199 in information & media. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has shrunk from 432 to 325 since 2022.

Plan summary
Net assets, end of year$39,850,309
Participants with balances451
Active participants325
Employer contributions$1,922,005
Employee contributions$3,964,372
Employer contribution per active participant$5,914
Average account balance$88,360
Benefits paid to participants$5,231,903
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.9M · 451 accts · $1.9M emplr
2023$33.8M · 504 accts · $2.0M emplr
2022$25.7M · 525 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,978
Investment management$70,440
Trustee / custodial$860
Total administrative$129,278
The Zonar Systems Inc 401(k) match · 2024
Employer contribution per active participant$5,914
Median for plans this size$2,416
2024$5,914 per active participant
2023$5,119 per active participant
2022$4,429 per active participant

Zonar Systems 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 · 20243
PAYCHEX INC · Recordkeeping$54,181
TRUTINA FINANCIAL, LLC · Investment advisory (participants)$54,406
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants)$16,034

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

Recordkeeper by year2
2024Paychex
2023Paychex, TRUTINA FINANCIAL, LLC

This plan has changed recordkeepers within these filings. If you left Zonar Systems Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$129,278 · 0.35%
2023$107,141 · 0.36%
2022$89,615 · 0.34%
Similar plansInformation & Media · Washington
401(K)TECH Collective WA$52.7M · 0.30%
Payscale, Inc. WA$52.5M · 0.45%
Nintex USA, Inc. WA$46.6M · 0.37%
Outreach Corporation WA$46.6M · 0.04%
Offerup, Inc. WA$30.6M · 0.03%
Openmarket, Inc WA$28.1M · 0.42%
Identity Digital WA$24.4M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 260499050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.