Plan Ledger DOL Form 5500 · updated monthly

Zwilling J.A. Henckels, LLC401(k)

ZWILLING J.A. HENCKELS, LLC 401(K) PLAN · PLEASANTVILLE, NY · plan year 2024

Reported admin expense ratio · 2024
0.24%

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

Zwilling J.A. Henckels, LLC reported $48,289 in plan administrative expenses for 2024: 0.24% of average plan assets, below the peer median. Employer contributions averaged $994 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 rose from 0.21% to 0.24%. 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 2,367th-largest of 5,648 plans among New York employers on file, and the 5,543rd of 13,661 in manufacturing. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 472 to 548 since 2022.

Plan summary
Net assets, end of year$22,129,598
Participants with balances268
Active participants548
Employer contributions$544,875
Employee contributions$1,290,217
Employer contribution per active participant$994
Average account balance$82,573
Benefits paid to participants$1,336,209
Plan auditUnmodified (clean) audit opinion
AuditorRODL LANGFORD DE KOCK LLP
Plan history3
Yearassets · accounts · employer contribution
2024$22.1M · 268 accts · $545K emplr
2023$18.7M · 237 accts · $507K emplr
2022$15.1M · 163 accts · $454K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,391
Investment management$7,898
Total administrative$48,289
The Zwilling J.A. Henckels, LLC 401(k) match · 2024
Employer contribution per active participant$994
Median for plans this size$2,416
2024$994 per active participant
2023$972 per active participant
2022$962 per active participant

Zwilling J.A. Henckels, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$40,391
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,898

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$48,289 · 0.24%
2023$33,568 · 0.20%
2022$33,680 · 0.21%
Same employer
Similar plansManufacturing · New York
Designs for Vision, Inc. NY$22.4M · 0.02%
Arrow Gear LLC NY$22.2M · 0.03%
Acme Smoked Fish Corp. NY$22.1M · 0.64%
Mystic, Inc. NY$22.1M · 0.17%
Miraclon Corporation NY$21.9M · 0.02%
V.J. Technologies, Inc. NY$21.9M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 135553245 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.