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Original filing (PDF)20251013200747NAL0004085890001
ZIMMER GUNSUL FRASCA ARCHITECTS LLP
Form 5500
FILING_RECEIVED
ZIMMER GUNSUL FRASCA ARCHITECTS LLP 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
647
Accounts w/ balance
943
Plan assets (EOY)
$151.2M
Net assets (EOY)
$151.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ZIMMER GUNSUL FRASCA ARCHITECTS LLP.
Plan sponsor
Name
ZIMMER GUNSUL FRASCA ARCHITECTS LLP
EIN
93-0677469
Address
1223 SW WASHINGTON STREET, STE 200 · PORTLAND, OR · 97205
Phone
(503) 224-3860
Industry
Professional & Technical Servicessee all
Plan administrator
Name
EXECUTIVE COMMITTEE OF PARTNERSHIP
EIN
93-0677469
City
PORTLAND, OR
Phone
(503) 224-3860
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
HOOD & STRONG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $91K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $19K | — |
Investments
27 direct securities · 2 pooled funds· $151.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$141.5M
27 holdings
Common Collective Trust
$9.8M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Institutional Prem Mutual Fund | — | — | — | $27.8M | 18.4% | |
| Harbor Capital Appreciation Instl Mutual Fund | — | — | — | $16.4M | 10.8% | |
| Brandes International Equity R6 Mutual Fund | — | — | — | $15.2M | 10.0% | |
| American Funds Europacific Growth R6 Mutual Fund | — | — | — | $13.5M | 8.9% | |
| Dodge & Cox Stock Fund X Mutual Fund | — | — | — | $10.9M | 7.2% | |
| PIMCO Total Return Instl Mutual Fund | — | — | — | $9.9M | 6.5% | |
| TCW MetWest Total Return Bd I Mutual Fund | — | — | — | $7.9M | 5.2% | |
| John Hancock Disciplined Value Mid Cap R6 Mutual Fund | — | — | — | $7.2M | 4.8% | |
| MID CAP GROWTH FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $6.2M | 4.1% | |
| Victory Sycamore S/C Opp-R6 Mutual Fund | — | — | — | $5.0M | 3.3% | |
| Wasatch Core Growth Fund-Ins Mutual Fund | — | — | — | $4.0M | 2.7% | |
| GALLIARD RETIREMENT INCOME FUND WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $3.6M | 2.4% | |
| Vanguard Target Retirement 2045 Inv Mutual Fund | — | — | — | $3.5M | 2.3% | |
| Vanguard Total Bond Market Index Adm Mutual Fund | — | — | — | $3.0M | 2.0% | |
| Vanguard Target Retirement 2050 Inv Mutual Fund | — | — | — | $2.7M | 1.8% | |
| Vanguard Target Retirement 2025 Inv Mutual Fund | — | — | — | $2.5M | 1.7% | |
| Vanguard Total Instl Stock Index Admiral Mutual Fund | — | — | — | $2.2M | 1.4% | |
| Vanguard Target Retirement 2055 Inv Mutual Fund | — | — | — | $2.0M | 1.3% | |
| Vanguard Target Retirement 2060 Inv Mutual Fund | — | — | — | $1.8M | 1.2% | |
| Vanguard Target Retirement 2035 Inv Mutual Fund | — | — | — | $1.7M | 1.1% | |
| Calvert US Large Cap Core Rspnb Idx R6 Mutual Fund | — | — | — | $1.5M | 1.0% | |
| Vanguard Target Retirement 2040 Inv Mutual Fund | — | — | — | $1.2M | 0.8% | |
| Vanguard Target Retirement 2030 Inv Mutual Fund | — | — | — | $609K | 0.4% | |
| Vanguard Target Retirement 2065 Inv Mutual Fund | — | — | — | $320K | 0.2% | |
| Notes receivable from participants Interest rates of 5.25% - 10.50% | — | — | — | $216K | 0.1% | |
| Vanguard Target Retirement Income Inv Mutual Fund | — | — | — | $151K | <0.1% | |
| Noninterest-Bearing Cash | — | — | — | $98K | <0.1% | |
| Vanguard Target Retirement 2020 Inv Mutual Fund | — | — | — | $97K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | — | — | — | $88K | <0.1% |