Cleary Zimmermann Engineers 401(k) match, vesting and fees
What Cleary Zimmermann Engineers' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Scott Miller Cpa and Associates, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Cleary Zimmermann Engineers: employer contribution per participant | $2,985 | |
| Peer median | $2,521 |
| Cleary Zimmermann Engineers: average balance | $18,508 | |
| Peer median | $75,833 |
| Cleary Zimmermann Engineers: admin expenses ÷ assets | 1.14% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $2.1M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 126 | $2.1M | $343K | $2,985 | 1.14% | Not published | Form 5500 ↗ |
Common questions
Does Cleary Zimmermann Engineers match 401(k) contributions?
The match terms for the Cleary Zimmermann Engineers, L.L.C. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $343K in employer contributions, about $2,985 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Cleary Zimmermann Engineers 401(k) match vested?
The vesting schedule for the Cleary Zimmermann Engineers, L.L.C. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Cleary Zimmermann Engineers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Cleary Zimmermann Engineers, L.L.C..
I left Cleary Zimmermann Engineers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Cleary Zimmermann Engineers, L.L.C., (210) 447-6100) or the recordkeeper, John Hancock Life Insurance Company. The Cleary Zimmermann Engineers old 401(k) page lists the contacts from every plan filing. Find an old Cleary Zimmermann Engineers 401(k)
Data from the public Form 5500 annual reports Cleary Zimmermann Engineers filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Cleary Zimmermann Engineers. Not financial advice. Report a correction · Methodology