Plan Ledger DOL Form 5500 · updated monthly

Zspace, Inc.401(k)

ZSPACE, INC 401K PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Zspace, Inc. reported $2,408 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,380 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 0.13% 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 4,292nd-largest of 9,483 plans among California employers on file, and 6,913th of 13,661 in manufacturing. In 2024, the employer put in $7.30 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$15,615,709
Participants with balances116
Active participants85
Employer contributions$1,052,337
Employee contributions$144,152
Employer contribution per active participant$12,380
Average account balance$134,618
Benefits paid to participants$631,415
Plan auditUnmodified (clean) audit opinion
AuditorABBOTT, STRINGHAM & LYNCH
Plan history3
Yearassets · accounts · employer contribution
2024$15.6M · 116 accts · $1.1M emplr
2023$12.5M · 111 accts · $127K emplr
2022$9.1M · 124 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$283
Investment management$2,125
Total administrative$2,408
The Zspace, Inc. 401(k) match · 2024
Employer contribution per active participant$12,380
Median for plans this size$2,416
2024$12,380 per active participant
2023$1,692 per active participant
2022$1,386 per active participant

Zspace, Inc.'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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$333

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$2,408 · 0.02%
2023$436 · 0.00%
2022$12,022 · 0.13%
Similar plansManufacturing · California
Spinal Elements, Inc. CA$15.8M · 0.18%
Embee Processing CA$15.7M · 0.10%
Cicon Engineering Inc CA$15.7M · 0.38%
Jcm Industries, Inc. CA$15.7M · 0.35%
Jwc Environmental, Inc. CA$15.6M · 0.36%
Ayar Labs Inc CA$15.5M · 0.02%
Rivos Inc CA$15.5M · 0.02%
Atomica Corporation CA$15.5M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352284050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.