Plan Snapshot
- Plan Sponsor: Zimmerman Architectural Studios, INC.
- Sponsor EIN: 391101911
- Sponsor Address: 2122 WEST MT. VERNON AVENUE, MILWAUKEE, WI, 53233
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $14.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 97 | $14.2M | $121,999 | $891,526 |
| 2023 | 105 | $12.6M | $45,161 | $824,291 |
| 2022 | 99 | $10.5M | $41,683 | $713,809 |
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 |
|---|---|---|---|---|
| VRAKAS, S.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VRAKAS, S.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $52,361 | $41,815 | — | — | — |
| 2023 | $38,337 | $28,867 | — | — | — |
| 2022 | $66,716 | $47,568 | $14,311 | — | $4,837 |