Zhi 401(K) Retirement Savings Plan — Form 5500 plan (Zachry Holdings, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Zhi 401(K) Retirement Savings Plan is a benefit plan reported by Zachry Holdings, Inc. under EIN 26-1256814 and plan number 004. The latest loaded filing year is 2023. The filing reports 20,487 participants and $927,883,207 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Zachry Holdings, Inc.
- EIN
- 26-1256814
- Plan number
- 004
- Plan type
- 2
- Location
- San Antonio, TX
- Latest filing year
- 2023
- Participants
- 20,487
- End-of-year plan assets
- $927,883,207
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,487 | H, C | 20241015100442NAL0014367683001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $927,883,207
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $927,883,207
- Net assets (BOY)
- $792,504,182
Income & contributions
- Employer contributions
- $27,439,043
- Participant contributions
- $52,802,248
- Total contributions
- $84,861,289
- Total income / additions
- $238,263,115
Expenses & distributions
- Benefits paid
- $103,654,019
- Administrative expenses
- -$948,384
- Total expenses
- $102,884,090
- Net increase / (decrease)
- $135,379,025
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning, LLC | CONSULTANT | $100,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $57,245 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,130,679 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Zachry Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in San Antonio, TX
- Creative Planning, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation