Plan Ledger DOL Form 5500 · updated monthly

Zrg Partners LLC401(k)

ZRG PARTNERS 401(K) RETIREMENT PLAN · ROCHELLE PARK, NJ · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Zrg Partners LLC reported $94,423 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $5,045 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 0.04% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is the 674th-largest of 2,419 plans among New Jersey employers on file, and the 370th of 2,534 in administrative & support services. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has grown from 340 to 434 since 2022.

Plan summary
Net assets, end of year$39,677,854
Participants with balances381
Active participants434
Employer contributions$2,189,392
Employee contributions$5,352,026
Employer contribution per active participant$5,045
Average account balance$104,141
Benefits paid to participants$6,951,634
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.7M · 381 accts · $2.2M emplr
2023$33.3M · 381 accts · $2.2M emplr
2022$19.5M · 261 accts · $588K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,521
Investment management$74,902
Total administrative$94,423
The Zrg Partners LLC 401(k) match · 2024
Employer contribution per active participant$5,045
Median for plans this size$2,416
2024$5,045 per active participant
2023$5,621 per active participant
2022$1,728 per active participant

Zrg Partners LLC'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 · 20244
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$48,986
CETERA ADVISORS LLC · Investment advisory (plan)$20,541
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,521
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,375

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$94,423 · 0.26%
2023$63,342 · 0.24%
2022$6,865 · 0.04%
Same employer
Similar plansAdministrative & Support Services · New Jersey
Anticimex, Inc. NJ$66.2M · 0.66%
Abel HR, Inc. NJ$64.8M · 0.28%
The Hibbert Company NJ$53.4M · 0.25%
Harvey Nash, Inc. NJ$35.6M · 0.44%
Adstra, Inc NJ$28.4M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300008265 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.