Zeeco, Inc. 401(k) Review & Grade
Zeeco, Inc. 401(k) Plan
Broken Arrow, OKManufacturing764 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$7,188Employer $ per active participant
$10,707Employee $ saved per active participant
0.12%Direct admin cost, % of plan assets
$134.6MNet plan assets, end of year
$135,943Average balance per account
Score breakdown
- Employer generosity45.9 / 5092th percentile for employer $ per participant
- Low cost17.4 / 2570th percentile for low admin cost vs. same-size plans
- Employee saving13.8 / 1592th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score80 / 100 · Grade A
This plan vs. peers
Peers: Manufacturing plans with 500–2,499 active participants (2,376 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 92th |
| Lower admin cost | 70th |
| Employee saving | 92th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- Zeeco put in about $7,188 per active participant, more than the typical peer ($2,320). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $5,495,547 |
| Participant (employee) contributions | $8,185,271 |
| Other contributions (incl. rollovers in) | $1,403,101 |
| Administrative expenses paid from the plan | $145,498 |
| Investment advisory & management fees | $8,667 |
| Other admin expenses | $45,004 |
| Benefits paid out | $5,461,684 |
| Net assets, start / end of year | $108.0M / $134.6M |
| Active participants, start / end of year | 711 / 818 |
| Participants with account balances | 990 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Hogan Taylor LLP |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $70,490 reported compensation |
| Arthur J. Gallagher & Co | $45,000 reported compensation |
| Hogan Taylor LLP | $21,500 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251007111353NAL0008018224001, received 2025-10-07, EIN 73-1074490, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.