Plan Ledger DOL Form 5500 · updated monthly

Zimmer Gunsul Frasca Architects LLP401(k)

ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN · PORTLAND, OR · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Zimmer Gunsul Frasca Architects LLP reported $109,711 in plan administrative expenses for 2024: 0.08% of average plan assets, below the peer median. Employer contributions averaged $2,712 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.

Across the 2 years on file its reported administrative ratio fell from 0.09% to 0.08%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 77th-largest of 1,021 plans among Oregon employers on file, and the 1,030th of 11,654 in professional & technical services. In 2024, employees put in $4.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$151,212,535
Participants with balances943
Active participants647
Employer contributions$1,754,703
Employee contributions$7,725,489
Employer contribution per active participant$2,712
Average account balance$160,353
Benefits paid to participants$14,187,444
Plan auditUnmodified (clean) audit opinion
AuditorHOOD & STRONG LLP
Plan history3
Yearassets · accounts · employer contribution
2024$151.2M · 943 accts · $1.8M emplr
2023$136.0M · 981 accts · $1.7M emplr
2022$108.6M · 966 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$91,013
Trustee / custodial$18,698
Total administrative$109,711
The Zimmer Gunsul Frasca Architects LLP 401(k) match · 2024
Employer contribution per active participant$2,712
Median for plans this size$3,635
2024$2,712 per active participant
2023$2,458 per active participant
2022$1,736 per active participant

Zimmer Gunsul Frasca Architects LLP's 2024 employer contribution ran below the $3,635 median for plans its size. 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
MILLIMAN · Recordkeeping · Pension consulting$91,013
MATRIX TRUST COMPANY · Custodial (securities) · Trustee (directed)$18,698

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

Recordkeeper by year2
2024Milliman
2023Milliman

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Administrative cost history3
2024$109,711 · 0.08%
2023$107,281 · 0.09%
2022$107,789 · 0.09%
Same employer
Similar plansProfessional & Technical Services · Oregon
Wieden & Kennedy, Inc. OR$253.3M · 0.07%
Miller Nash LLP OR$162.1M · 0.01%
Schrodinger, Inc. OR$134.5M · 0.02%
Akt Services, LLP OR$106.7M · 0.00%
Aldrich Services, LLP OR$98.3M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930677469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.