What are the fees in the Zurvita, Inc. 401(k) plan?

For plan year 2022, Zurvita, Inc. reported $4,346 in plan administrative expenses, or 0.57% of average plan assets — below the peer median. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Zurvita, Inc. 401(k)?

The average participant account balance was $17,607 for plan year 2022, based on 36 accounts.

Zurvita, Inc.401(k)

Name: Zurvita, Inc. 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

ZURVITA, INC. 401(K) RETIREMENT PLAN · IRVING, TX · plan year 2022

Reported admin expense ratio · 2022

0.57%

Zurvita, Inc. reported $4,346 in plan administrative expenses for 2022: 0.57% of average plan assets, below the peer median. 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Texas (5,395th of 5,688), and 4,746th of 4,798 in finance & insurance.

Plan summary
Net assets, end of year$633,844
Participants with balances36
Active participants78
Employer contributions—
Employee contributions$65,321
Employer contribution per active participant—
Average account balance$17,607
Benefits paid to participants$205,059
Plan auditUnmodified (clean) audit opinion
AuditorTHOMAS HOWELL FERGUSON P.A.

Administrative expenses, itemized · 2022

Professional / advisory$4,346

Total administrative$4,346

What these fees cost you

Your balance

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1

2022$4,346 · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261854837 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.