Plan Ledger DOL Form 5500 · updated monthly

Zimmerman Architectural Studios, Inc.401(k)

ZDG/HEC 401(K) PLAN · MILWAUKEE, WI · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Zimmerman Architectural Studios, Inc. reported $52,361 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $1,258 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 0.56% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Wisconsin (1,088th of 1,936), and 6,787th of 11,654 in professional & technical services. In 2024, employees put in $7.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,152,955
Participants with balances129
Active participants97
Employer contributions$121,999
Employee contributions$891,526
Employer contribution per active participant$1,258
Average account balance$109,713
Benefits paid to participants$1,530,704
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 129 accts · $122K emplr
2023$12.6M · 123 accts · $45K emplr
2022$10.5M · 126 accts · $42K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,546
Investment management$41,815
Total administrative$52,361
The Zimmerman Architectural Studios, Inc. 401(k) match · 2024
Employer contribution per active participant$1,258
Median for plans this size$2,416
2024$1,258 per active participant
2023$430 per active participant
2022$421 per active participant

Zimmerman Architectural Studios, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
SPECTRUM INVESTMENT ADVISORS INC · Investment advisory (plan)$41,815
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$10,546

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

Administrative cost history3
2024$52,361 · 0.39%
2023$38,337 · 0.33%
2022$66,716 · 0.56%
Similar plansProfessional & Technical Services · Wisconsin
Acolad, Inc. WI$15.2M · 0.39%
Naturescape WI$14.8M · 0.44%
Ramaker & Associates, Inc. WI$14.2M · 0.27%
Pkware, Inc. WI$14.0M · 0.32%
Building Service Inc WI$12.4M · 0.51%
Concurrency, Inc. WI$11.4M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391101911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.