# Zachry Construction & Materials,INC. 401(k) Plan
Source: https://planprovider.pro/companies/zachry-construction-materials-inc-401k-plan

> Zachry Construction & Materials,INC.'s 401(k) plan: 2,412 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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