Plan Ledger DOL Form 5500 · updated monthly

Zters, Inc. dba Waste Value401(k)

ZTERS, INC. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Zters, Inc. dba Waste Value reported $27,450 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $2,153 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 rose from 0.06% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,861st of 5,688), and 1,357th of 2,534 in administrative & support services. In 2024, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,798,025
Participants with balances230
Active participants155
Employer contributions$333,750
Employee contributions$519,350
Employer contribution per active participant$2,153
Average account balance$25,209
Benefits paid to participants$272,186
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$5.8M · 230 accts · $334K emplr
2023$4.6M · 245 accts · $351K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,400
Investment management$2,501
Audit (IQPA)$16,899
Total administrative$27,450
The Zters, Inc. dba Waste Value 401(k) match · 2024
Employer contribution per active participant$2,153
Median for plans this size$1,313
2024$2,153 per active participant
2023$2,075 per active participant

Zters, Inc. dba Waste Value's 2024 employer contribution ran above the $1,313 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 · 20242
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)$7,661
WORLD INVESTMENT ADVISORS, LLCindirect comp

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

Administrative cost history2
2024$27,450 · 0.53%
2023$4,419 · 0.06%
Same employer
Similar plansAdministrative & Support Services · Texas
Horn Solutions, Inc. TX$6.4M · 0.71%
Trilogy Medwaste, Inc TX$6.3M · 0.85%
Southern Botanical, Inc. TX$5.8M · 0.82%
Cl Support Services, LLC TX$5.6M · 1.14%
Pds Tech Commercial, Inc. TX$5.5M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270743036 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.