Plan Ledger DOL Form 5500 · updated monthly

Zschimmer and Schwarz, Inc.401(k)

ZSCHIMMER AND SCHWARZ, INC. 401(K) PLAN · MILLEDGEVILLE, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Zschimmer and Schwarz, Inc. reported $2,517 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,607 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 0.04% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,066th-largest of 2,160 plans among Georgia employers on file, and 7,510th of 13,661 in manufacturing. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 157 to 183 since 2022.

Plan summary
Net assets, end of year$13,640,064
Participants with balances298
Active participants183
Employer contributions$477,158
Employee contributions$964,728
Employer contribution per active participant$2,607
Average account balance$45,772
Benefits paid to participants$1,989,246
Plan auditUnmodified (clean) audit opinion
AuditorROEDL LANGFORD DE KOCK, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 298 accts · $477K emplr
2023$11.9M · 185 accts · $458K emplr
2022$10.5M · 254 accts · $454K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,517
Total administrative$2,517
The Zschimmer and Schwarz, Inc. 401(k) match · 2024
Employer contribution per active participant$2,607
Median for plans this size$2,416
2024$2,607 per active participant
2023$2,247 per active participant
2022$2,889 per active participant

Zschimmer and Schwarz, Inc.'s 2024 employer contribution ran above 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 · 20241
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$2,737

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

Recordkeeper by year2
2024OneAmerica
2023Nationwide

This plan has changed recordkeepers within these filings. If you left Zschimmer and Schwarz, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,517 · 0.02%
2023$7,176 · 0.06%
2022$4,814 · 0.04%
Same employer
Similar plansManufacturing · Georgia
Pangborn LLC GA$13.9M · 0.15%
Foley Products Company, LLC GA$13.7M · 0.00%
Spectra Metal Sales, Inc. GA$13.7M · 0.41%
Apco Graphics, Inc. GA$13.7M · 0.26%
Hansgrohe, Inc. GA$13.5M · 0.35%
Doehler North America, Inc. GA$12.9M · 0.33%
Lummus Corporation GA$12.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 582424308 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.