Zander Group Holdings 401(k) match, vesting and fees
What Zander Group Holdings' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Cherry Bekaert LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Zander Group Holdings: employer contribution per participant | $2,198 | |
| Peer median | $2,868 |
| Zander Group Holdings: average balance | $43,702 | |
| Peer median | $95,281 |
| Zander Group Holdings: admin expenses ÷ assets | 0.01% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.2M at the end of plan year 2021 to $10M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 232 | $10M | $501K | $2,198 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 208 | $8.8M | $420K | $2,059 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 205 | $6.9M | $388K | $1,940 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 184 | $9.2M | $349K | $1,931 | <0.01% | Not published | Form 5500 ↗ |
Other Zander Group Holdings plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Zander Group Holdings, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Cherry Bekaert LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Common questions
Does Zander Group Holdings match 401(k) contributions?
The match terms for the Zander Group Holdings, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $501K in employer contributions, about $2,198 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zander Group Holdings 401(k) match vested?
The vesting schedule for the Zander Group Holdings, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zander Group Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Zander Group Holdings, Inc..
I left Zander Group Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Zander Group Holdings, Inc., (615) 850-3353) or the recordkeeper, Empower Annuity Insurance Company. The Zander Group Holdings old 401(k) page lists the contacts from every plan filing. Find an old Zander Group Holdings 401(k)
Data from the public Form 5500 annual reports Zander Group Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Zander Group Holdings. Not financial advice. Report a correction · Methodology