# Babst, Calland, Clements & Zomnir, P.C. DC Plan
Source: https://planprovider.pro/companies/babst-calland-clements-zomnir-p-c-plan

> Babst, Calland, Clements & Zomnir, P.C.'s DC plan: 153 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — PLAN CUSTODIAN/TRUSTEE

- [URISH POPECK & CO., LLC](https://planprovider.pro/provider/urish-popeck-and-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|

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