Department of Labor filing

ZELLE LLP

ZELLE LLP PROFIT SHARING/401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 24, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$21,795

Reported employer contributions per active participant.

Higher than about 97% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$686 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 4% of comparable plans

↗Investment performance

Not available

Plan assets changed 15.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions97th percentileTypical peer $3,462 · based on 1,271 comparable plans

Lower reported administrative expense4th percentileTypical peer $184 · based on 1,343 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, ZELLE LLP reported $2,070,478 in employer contributions across the plan and 95 active participants. That works out to $21,795 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy96%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 16.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 35.1%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $2,070,478
Participant contributions: $1,475,442
Other contributions: $31,559
Employer share of reported contributions: 58.4%
Beginning assets: $60,070,761
Ending assets: $69,479,500
Ending net assets: $69,479,500
Ending liabilities: $0
Total income: $13,240,843
Total expenses: $3,945,365
Administrative expenses: $94,724
Participant loans: $186,848

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$18,641

2023

$18,394

2024

$21,795

Plan-paid administrative expenses per participant

2022

$508

2023

$609

2024

$686

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$21,795	95	69.5M	20250924132115NAL0008190032001
2023	$18,394	93	60.1M	20241010134429NAL0034179664001
2022	$18,641	87	47.5M	20231016163355NAL0025439891001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 943073879-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1988
Industry: Professional, scientific, and technical services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2A2F2G2K2R3B3D2S

Current plan terms

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Filing ACK_ID20250924132115NAL0008190032001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗