Plan Snapshot
- Plan Sponsor: Zachry Holdings, INC.
- Sponsor EIN: 261256814
- Sponsor Address: 527 LOGWOOD AVENUE, SAN ANTONIO, TX, 782211738
- Plan Type: 401(k)
- Total Participants: 13,422
- Total Assets: $1.0B
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 | 13,422 | $1.0B | $27.6M | $53.1M |
| 2023 | 20,291 | $927.9M | $27.4M | $52.8M |
| 2022 | 13,641 | $792.5M | $23.8M | $46.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $84,745 | — | $84,745 |
| CREATIVE PLANNING, LLC | CONSULTANT | $75,000 | — | $75,000 |
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- CREATIVE PLANNING, LLC — CONSULTANT
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $159,745
- Estimated Expense Ratio: 0.016% 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 | -$1,075,067 | $84,745 | $3,600 | — | — |
| 2023 | -$948,384 | $57,245 | $2,400 | $25,000 | — |
| 2022 | -$1,298,198 | $17,147 | — | — | — |