Plan Ledger DOL Form 5500 · updated monthly

Zrs Management, LLC401(k)

ZRS MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Zrs Management, LLC reported $73,967 in plan administrative expenses for 2024: 0.14% of average plan assets, below the peer median. Employer contributions averaged $1,471 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 0.136%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 469th-largest of 3,644 plans among Florida employers on file, and the 236th of 2,096 in real estate & leasing. In 2024, employees put in $2.53 for every $1.00 the employer contributed; active participation has grown from 1,542 to 2,003 since 2022.

Plan summary
Net assets, end of year$60,092,463
Participants with balances2,294
Active participants2,003
Employer contributions$2,947,043
Employee contributions$7,448,424
Employer contribution per active participant$1,471
Average account balance$26,195
Benefits paid to participants$5,739,200
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$60.1M · 2,294 accts · $2.9M emplr
2023$49.1M · 1,995 accts · $2.4M emplr
2022$38.5M · 1,783 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$73,967
Total administrative$73,967
The Zrs Management, LLC 401(k) match · 2024
Employer contribution per active participant$1,471
Median for plans this size$3,635
2024$1,471 per active participant
2023$1,501 per active participant
2022$1,299 per active participant

Zrs Management, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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
ADP, INC. · Loan processing · Recordkeeping$73,967
ADP BROKER-DEALER · Other servicesindirect 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
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$73,967 · 0.14%
2023$68,311 · 0.16%
2022$56,214 · 0.14%
Same employer
Similar plansReal Estate & Leasing · Florida
Dream Finders Homes, LLC FL$98.2M · 0.34%
The Kolter Group LLC FL$57.1M · 0.26%
Stiles Corporation FL$54.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272754743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.