Plan Ledger DOL Form 5500 · updated monthly

Zone & Company Software Consulting LLC401(k)

ZONE & CO 401(K) P/S PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Zone & Company Software Consulting LLC reported $25,319 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $5,116 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 rose from 0.34% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Massachusetts (2,108th of 2,726), and 8,933rd of 11,654 in professional & technical services. In 2024, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,345,528
Participants with balances181
Active participants128
Employer contributions$654,825
Employee contributions$1,309,384
Employer contribution per active participant$5,116
Average account balance$40,583
Benefits paid to participants$1,578,648
Plan auditUnmodified (clean) audit opinion
AuditorBRITT & COMPANY CPA LLC
Plan history2
Yearassets · accounts · employer contribution
2024$7.3M · 181 accts · $655K emplr
2023$5.6M · 176 accts · $669K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,677
Investment management$18,642
Total administrative$25,319
The Zone & Company Software Consulting LLC 401(k) match · 2024
Employer contribution per active participant$5,116
Median for plans this size$1,313
2024$5,116 per active participant
2023$4,847 per active participant

Zone & Company Software Consulting LLC's 2024 employer contribution ran above the $1,313 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 · 20242
NEWFRONT RETIREMENT SERVICES INC · Investment advisory (plan)$18,642
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,677

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

Administrative cost history2
2024$25,319 · 0.39%
2023$15,383 · 0.34%
Same employer
Similar plansProfessional & Technical Services · Massachusetts
Biocair, Inc MA$7.6M · 0.74%
6K Inc. MA$7.6M · 0.21%
Julia O Faigel Dmd, PC MA$7.4M · 0.14%
Energysage, Inc MA$7.3M · 0.08%
Cellarity, Inc MA$7.3M · 0.02%
Navix Diagnostix, Inc. MA$7.2M · 0.16%
Tk&K Services, L.L.C. MA$7.2M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462031056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.