Department of Labor filing

ZETA ASSOCIATES

ZETA ASSOCIATES INCORPORATED SAVINGS PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$41,679

Reported employer contributions per active participant.

Higher than about 100% of comparable plans

#People in the filing

566

Active participants reported for 2024.

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

¢Visible plan-paid fees

-$50 / participant

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

↗Investment performance

Not available

Plan assets changed 15.5%, 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 · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions100th percentileTypical peer $3,106 · based on 1,380 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $113 · based on 1,398 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, ZETA ASSOCIATES reported $23,590,169 in employer contributions across the plan and 566 active participants. That works out to $41,679 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 proxy77%

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 trendDown 0.6%

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

Expense trendUp 14.7%

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

Peer contextNot enough data

Comparable-plan data is too limited for a score.

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: $23,590,169
Participant contributions: $5,392,381
Other contributions: $3,872,982
Employer share of reported contributions: 81.4%
Beginning assets: $510,567,738
Ending assets: $589,923,382
Ending net assets: $589,921,386
Ending liabilities: $1,996
Total income: $128,259,421
Total expenses: $48,904,177
Administrative expenses: -$34,742
Participant loans: $1,430,603

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

$41,946

2023

$43,423

2024

$41,679

Plan-paid administrative expenses per participant

2022

-$59

2023

-$150

2024

-$50

Active participants

2022

488

2023

515

2024

566

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$41,679	566	589.9M	20250715133413NAL0002153377001
2023	$43,423	515	510.6M	20240829081944NAL0023990688001
2022	$41,946	488	410M	20230830122715NAL0007875296001

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: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 541279046-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 1984
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
2F2E2G2J2T3H3D2R

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250715133413NAL0002153377001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗