Plan Ledger DOL Form 5500 · updated monthly

Zylo, Inc.401(k)

ZYLO 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Zylo, Inc. reported $18,301 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. Employer contributions averaged $1,061 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 0.24% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Indiana (1,102nd of 1,562), and 1,813th of 2,199 in information & media. In 2024, employees put in $11.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,007,105
Participants with balances197
Active participants116
Employer contributions$123,087
Employee contributions$1,423,543
Employer contribution per active participant$1,061
Average account balance$30,493
Benefits paid to participants$726,584
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 197 accts · $123K emplr
2023$4.1M · 182 accts · $90K emplr
2022$2.9M · 186 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,105
Investment management$12,196
Total administrative$18,301
The Zylo, Inc. 401(k) match · 2024
Employer contribution per active participant$1,061
Median for plans this size$1,313
2024$1,061 per active participant
2023$761 per active participant

Zylo, Inc.'s 2024 employer contribution ran below 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
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$12,196

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$18,301 · 0.36%
2023$15,601 · 0.44%
2022$7,591 · 0.24%
Same employer
Similar plansInformation & Media · Indiana
Author Solutions, LLC IN$6.7M · 0.02%
The Collins Group, Inc. IN$3.1M · 0.46%
Netfor, Inc. IN$768K · 1.14%
Kpc Media Group, Inc. IN$90K · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371817291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.