Zimmer Gunsul Frasca Architects 401(k) match, vesting and fees
What Zimmer Gunsul Frasca Architects' 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 | Milliman | Schedule C ↗ |
| Independent auditor | Hood & Strong LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,287 defined-contribution plans in professional, scientific, and technical services with 500 to 999 participants.
| Zimmer Gunsul Frasca Architects: employer contribution per participant | $1,861 | |
| Peer median | $2,600 |
| Zimmer Gunsul Frasca Architects: average balance | $160,353 | |
| Peer median | $84,124 |
| Zimmer Gunsul Frasca Architects: admin expenses ÷ assets | 0.08% | |
| Peer median | 0.17% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $131M at the end of plan year 2021 to $151M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 952 | $151M | $1.8M | $1,861 | 0.08% | Not published | Form 5500 ↗ |
| 2023 | 993 | $136M | $1.7M | $1,724 | 0.09% | Not published | Form 5500 ↗ |
| 2022 | 986 | $109M | $1.2M | $1,265 | 0.09% | Not published | Form 5500 ↗ |
| 2021 | 927 | $131M | $684K | $746 | 0.12% | Not published | Form 5500 ↗ |
Common questions
Does Zimmer Gunsul Frasca Architects match 401(k) contributions?
The match terms for the Zimmer Gunsul Frasca Architects LLP 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $1,861 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Zimmer Gunsul Frasca Architects 401(k) match vested?
The vesting schedule for the Zimmer Gunsul Frasca Architects LLP 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Zimmer Gunsul Frasca Architects 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman. The plan administrator is Executive Committee of Partnership.
I left Zimmer Gunsul Frasca Architects. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Executive Committee of Partnership, (503) 224-3860) or the recordkeeper, Milliman. The Zimmer Gunsul Frasca Architects old 401(k) page lists the contacts from every plan filing. Find an old Zimmer Gunsul Frasca Architects 401(k)
Data from the public Form 5500 annual reports Zimmer Gunsul Frasca Architects filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 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 Zimmer Gunsul Frasca Architects. Not financial advice. Report a correction · Methodology