Plan Ledger DOL Form 5500 · updated monthly

Zumba Fitness, LLC401(k)

ZUMBA FITNESS LLC. 401(K) PLAN · HALLANDALE, FL · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

Zumba Fitness, LLC reported $47,890 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $3,646 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 0.25% to 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 991st-largest of 3,644 plans among Florida employers on file, and the 1,269th of 5,215 in retail trade. In 2024, employees put in $2.05 for every $1.00 the employer contributed; active participation has shrunk from 171 to 152 since 2022.

Plan summary
Net assets, end of year$23,701,067
Participants with balances196
Active participants152
Employer contributions$554,203
Employee contributions$1,136,269
Employer contribution per active participant$3,646
Average account balance$120,924
Benefits paid to participants$1,199,120
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$23.7M · 196 accts · $554K emplr
2023$19.8M · 203 accts · $538K emplr
2022$16.6M · 212 accts · $577K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,720
Investment management$27,170
Total administrative$47,890
The Zumba Fitness, LLC 401(k) match · 2024
Employer contribution per active participant$3,646
Median for plans this size$2,416
2024$3,646 per active participant
2023$3,343 per active participant
2022$3,377 per active participant

Zumba Fitness, LLC'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 · 20242
ASCENSUS LLC · Loan processing · Recordkeeping$20,735
MERRILL LYNCH RETIREMENT & BENEFIT · Investment advisory (plan)$27,170

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024$47,890 · 0.22%
2023$45,011 · 0.25%
2022$44,306 · 0.25%
Same employer
Similar plansRetail Trade · Florida
Memorial Motors, Inc. FL$25.1M · 0.77%
Pet Supermarket, Inc. FL$24.3M · 0.79%
Blue Compass Rv, LLC FL$23.4M · 0.52%
Earl W. Colvard, Inc. FL$23.2M · 0.16%
Kendall Imports, LLC FL$22.9M · 0.56%
Port Consolidated, Inc. FL$22.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204276132 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.