# Zachry Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/zachry-holdings-inc-401k-plan

> Zachry Holdings, INC.'s 401(k) plan: 13,422 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CREATIVE PLANNING, LLC](https://planprovider.pro/provider/creative-planning) — CONSULTANT

- [ERNST & YOUNG, LLP](https://planprovider.pro/provider/ernst-and-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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/zachry-holdings-inc-401k-plan)

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