Plan Snapshot
- Plan Sponsor: Babst, Calland, Clements & Zomnir, P.C.
- Sponsor EIN: 251523683
- Sponsor Address: 603 STANWIX STREET, PITTSBURGH, PA, 152221425
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $8.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 43 | $8.9M | $154,705 | $540,367 |
| 2023 | 41 | $8.7M | $130,868 | $542,439 |
| 2022 | 40 | $6.9M | $114,114 | $454,180 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| URISH POPECK & CO., INC. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- URISH POPECK & CO., INC. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $11,457 | $4,665 | — | — | — |
| 2023 | $15,503 | $7,290 | — | — | — |
| 2022 | $14,173 | $7,186 | — | — | $6,987 |