Plan Ledger DOL Form 5500 · updated monthly

Zuckerman Spaeder, LLP401(k)

ZUCKERMAN SPAEDER LLP 401(K) PROFIT SHARING PLAN · WASHINGTON, DC · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Zuckerman Spaeder, LLP reported $106,841 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $19,929 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 0.12% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 90th-largest of 618 plans among District of Columbia employers on file, and the 1,394th of 11,654 in professional & technical services. In 2024, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$109,052,863
Participants with balances191
Active participants127
Employer contributions$2,530,980
Employee contributions$2,313,805
Employer contribution per active participant$19,929
Average account balance$570,957
Benefits paid to participants$5,362,394
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$109.1M · 191 accts · $2.5M emplr
2023$95.3M · 196 accts · $2.5M emplr
2022$81.1M · 191 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,841
Investment management$100,000
Total administrative$106,841
The Zuckerman Spaeder, LLP 401(k) match · 2024
Employer contribution per active participant$19,929
Median for plans this size$3,635
2024$19,929 per active participant
2023$18,789 per active participant
2022$17,502 per active participant

Zuckerman Spaeder, LLP's 2024 employer contribution ran above the $3,635 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 · 20242
MORGAN STANLEY · Investment advisory (plan)$100,000
CAPITAL GROUP RETIREMENT PLAN SVS$5,058

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$106,841 · 0.10%
2023$106,531 · 0.12%
2022$105,870 · 0.12%
Same employer
Similar plansProfessional & Technical Services · District of Columbia
Beveridge & Diamond, P.C. DC$136.5M · 0.11%
Sughrue Mion, PLLC DC$130.0M · 0.13%
Buckley LLP DC$95.9M · 0.01%
Chemonics Holdings, Inc. DC$88.4M · 0.00%
Van Ness Feldman, LLP DC$85.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521112263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.