Ziff Brothers Investments 401(k) match, vesting and fees
What Ziff Brothers Investments' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (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.
| Ziff Brothers Investments: employer contribution per participant | $7,039 | |
| Peer median | $2,868 |
| Ziff Brothers Investments: average balance | $496,588 | |
| Peer median | $95,281 |
| Ziff Brothers Investments: admin expenses ÷ assets | 0.03% | |
| 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 $230M at the end of plan year 2021 to $245M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 497 | $245M | $3.5M | $7,039 | 0.03% | Not published | Form 5500 ↗ |
| 2023 | 522 | $219M | $3.4M | $6,498 | 0.04% | Not published | Form 5500 ↗ |
| 2022 | 523 | $189M | $3.1M | $5,870 | 0.03% | Not published | Form 5500 ↗ |
| 2021 | 527 | $230M | $3M | $5,673 | 0.03% | Not published | Form 5500 ↗ |
Common questions
Does Ziff Brothers Investments match 401(k) contributions?
The match terms for the Zbi Multiple Employer 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $3.5M in employer contributions, about $7,039 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ziff Brothers Investments 401(k) match vested?
The vesting schedule for the Zbi Multiple Employer 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ziff Brothers Investments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is The Committee of the Zbi Multiple Employer 401k Retirement Plan.
I left Ziff Brothers Investments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Committee of the Zbi Multiple Employer 401k Retirement Plan, (212) 292-6000) or the recordkeeper, The Vanguard Group, Inc.. The Ziff Brothers Investments old 401(k) page lists the contacts from every plan filing. Find an old Ziff Brothers Investments 401(k)
Data from the public Form 5500 annual reports Ziff Brothers Investments 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 Ziff Brothers Investments. Not financial advice. Report a correction · Methodology