Plan Ledger DOL Form 5500 · updated monthly

Cleary Zimmermann Engineers, L.L.C.401(k)

CLEARY ZIMMERMANN ENGINEERS, L.L.C. 401(K) PLAN · SAN ANTONIO, TX · plan year 2024

Reported admin expense ratio · 2024
0.57%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Cleary Zimmermann Engineers, L.L.C. reported $12,147 in plan administrative expenses for 2024: 0.57% of average plan assets, above the peer median. Employer contributions averaged $2,985 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (4,867th of 5,688), and 10,837th of 11,654 in professional & technical services. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,128,413
Participants with balances115
Active participants115
Employer contributions$343,222
Employee contributions$679,953
Employer contribution per active participant$2,985
Average account balance$18,508
Benefits paid to participants$50,719
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,443
Investment management$454
Total administrative$12,147
The Cleary Zimmermann Engineers, L.L.C. 401(k) match · 2024
Employer contribution per active participant$2,985
Median for plans this size$1,313

Cleary Zimmermann Engineers, L.L.C.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$407
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)$247

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$12,147 · 0.57%
Same employer
Similar plansProfessional & Technical Services · Texas
Kgi Wireless, Inc. TX$2.3M · 0.60%
Slg Millennium Group LLC TX$2.2M · 0.04%
Rae Energy (US), Inc TX$2.1M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261666204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.