Plan Snapshot
- Plan Sponsor: Babst, Calland, Clements & Zomnir, P.C.
- Sponsor EIN: 251523683
- Sponsor Address: 603 STANWIX STREET, PITTSBURGH, PA, 152221425
- Plan Type: DC
- Total Participants: 153
- Total Assets: $78.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 153 | $78.8M | $2.1M | $1.6M |
| 2023 | 123 | $70.1M | $2.0M | $1.7M |
| 2022 | 121 | $63.2M | $1.9M | $1.7M |
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 |
|---|---|---|---|---|
| SCHNEIDER DOWNS WEALTH MGMT ADV. | INVESTMENT ADVISOR | $15,795 | — | $15,795 |
| SCHNEIDER DOWNS RET. SOLUTIONS | RECORDKEEPER | $8,445 | — | $8,445 |
| CHARLES SCHWAB TRUST COMPANY | PLAN CUSTODIAN/TRUSTEE | $7,827 | — | $7,827 |
| URISH POPECK & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CHARLES SCHWAB TRUST COMPANY — PLAN CUSTODIAN/TRUSTEE
- URISH POPECK & CO., LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,067
- Estimated Expense Ratio: 0.041% of plan assets
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 | $32,067 | $15,795 | — | — | — |
| 2023 | $29,592 | $14,894 | — | — | — |
| 2022 | $25,756 | $12,699 | — | — | $13,057 |