401k Record

Employers › Zachary Piper

Zachary Piper 401(k)

Recordkeeping fees per participant · largest plan, ZP Group Plan a · plan year 2024

$259.68

Higher than 93% of the 14,075 plans $10 to 50M that report it.

Source

= $64,920 / 250
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014054801NAL0002262609001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014054801NAL0002262609001, received 2025-10-14

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Largest plan, all six figures: ZP Group Plan a

Recordkeeping fees per participantheadline

$259.68

10th: $10.53median $83.9490th: $217.08

Higher than 93% of the 14,075 plans $10 to 50M that report it.

Source

= $64,920 / 250
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014054801NAL0002262609001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014054801NAL0002262609001, received 2025-10-14

Administrative expenses excluding investment management, per participant

$259.68

10th: $15.36median $118.8890th: $340.63

Higher than 82% of the 24,371 plans $10 to 50M that report it.

Source

= $64,920 / 250
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014054801NAL0002262609001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014054801NAL0002262609001, received 2025-10-14

Administrative expenses per participant

$260.14

10th: $26.86median $197.2590th: $456.10

Higher than 64% of the 25,098 plans $10 to 50M that report it.

Source

= $65,035 / 250
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014054801NAL0002262609001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014054801NAL0002262609001, received 2025-10-14

Administrative expenses as a share of assets

0.378%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 65% of the 25,132 plans $10 to 50M that report it.

Source

= $65,035 / $17,213,671
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014054801NAL0002262609001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014054801NAL0002262609001, received 2025-10-14

Employer contributions per participant

$2,195

10th: $664median $2,07490th: $4,751

Higher than 54% of the 24,050 plans $10 to 50M that report it.

Source

= $548,743 / 250
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014054801NAL0002262609001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014054801NAL0002262609001, received 2025-10-14

Employer share of total contributions

28.2%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 51% of the 24,084 plans $10 to 50M that report it.

Source

= $548,743 / $1,947,966
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014054801NAL0002262609001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014054801NAL0002262609001, received 2025-10-14

Plan terms, as stated in Zachary Piper, LLC's SEC filings

Plan terms are not published in public filings.

Plans sponsored

PlanAssetsParticipants with a balanceHeadlineYear
ZP Group Plan a$17,213,671250 $259.68 recordkeeping fees per participant2024
ZP Group Plan B$13,049,774765 $119.90 recordkeeping fees per participant2024

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Sponsor name as filed: ZP GROUP; SEC registrant: Zachary Piper, LLC (CIK 1604960, matched by EIN).