Plan Snapshot
- Plan Sponsor: Zachry Construction & Materials,INC.
- Sponsor EIN: 260868629
- Sponsor Address: 14410 WURZBACH PKWY, SUITE 120, SAN ANTONIO, TX, 78216
- Plan Type: 401(k)
- Total Participants: 2,412
- Total Assets: $246.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,412 | $246.3M | $8.4M | $11.1M |
| 2023 | 2,215 | $227.8M | $8.1M | $10.6M |
| 2022 | 2,246 | $187.3M | $7.7M | $10.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SHEPHERD KAPLAN LLC | INVESTMENT ADVISOR | $60,000 | — | $60,000 |
| WEAVER AND TIDWELL, LLP | ACCOUNTANT/AUDITOR | $16,800 | — | $16,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEAVER AND TIDWELL, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,800
- Estimated Expense Ratio: 0.031% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | -$224,644 | $60,000 | — | $16,800 | — |
| 2023 | -$183,481 | $60,000 | — | $15,965 | — |
| 2022 | $14,694 | — | — | — | — |