Plan Ledger DOL Form 5500 · updated monthly

Zoot Enterprises Inc401(k)

ZOOT ENTERPRISES 401(K) PROFIT SHARING PLAN · BOZEMAN, MT · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Zoot Enterprises Inc reported $107,532 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,201 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 0.30% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 30th-largest of 229 plans among Montana employers on file, and the 3,163rd of 11,654 in professional & technical services. In 2024, employees put in $4.00 for every $1.00 the employer contributed; active participation has shrunk from 346 to 260 since 2022.

Plan summary
Net assets, end of year$42,456,428
Participants with balances441
Active participants260
Employer contributions$572,134
Employee contributions$2,290,527
Employer contribution per active participant$2,201
Average account balance$96,273
Benefits paid to participants$3,406,636
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$42.5M · 441 accts · $572K emplr
2023$37.3M · 457 accts · $994K emplr
2022$29.7M · 466 accts · $961K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,160
Investment management$50,372
Total administrative$107,532
The Zoot Enterprises Inc 401(k) match · 2024
Employer contribution per active participant$2,201
Median for plans this size$2,416
2024$2,201 per active participant
2023$3,185 per active participant
2022$2,778 per active participant

Zoot Enterprises Inc'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$57,161
STIFEL NICOLAUS · Investment advisory (plan)$50,372

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$107,532 · 0.27%
2023$88,116 · 0.26%
2022$95,434 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Montana
Crowley Fleck Pllp MT$109.6M · 0.18%
Cushing Terrell MT$91.6M · 0.24%
Morrison-Maierle, Inc. MT$77.1M · 0.05%
IMAGINE360 Services LLC MT$44.9M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810529856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.