Plan Ledger DOL Form 5500 · updated monthly

Zrt Laboratory, LLC401(k)

ZRT LABORATORY 401(K) PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Zrt Laboratory, LLC reported $2,630 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,217 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 fell from 0.03% to 0.02%. 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 476th-largest of 1,021 plans among Oregon employers on file, and 7,119th of 11,654 in professional & technical services. In 2024, employees put in $1.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,915,491
Participants with balances127
Active participants80
Employer contributions$337,346
Employee contributions$408,835
Employer contribution per active participant$4,217
Average account balance$101,697
Benefits paid to participants$644,803
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS AND COMPANY
Plan history2
Yearassets · accounts · employer contribution
2024$12.9M · 127 accts · $337K emplr
2023$11.0M · 128 accts · $325K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,630
Total administrative$2,630
The Zrt Laboratory, LLC 401(k) match · 2024
Employer contribution per active participant$4,217
Median for plans this size$2,416
2024$4,217 per active participant
2023$4,068 per active participant

Zrt Laboratory, 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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$54,966

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

Recordkeeper by year2
2024The Standard
2023The Standard

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Administrative cost history2
2024$2,630 · 0.02%
2023$2,482 · 0.03%
Similar plansProfessional & Technical Services · Oregon
Aspen Ml LLC OR$14.7M · 0.22%
Legitscript, LLC OR$14.2M · 0.28%
Act-On Software, Inc. OR$14.0M · 0.18%
Thesis, LLC OR$12.7M · 0.80%
Quatris Healthco, LLC OR$12.4M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931252924 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.