# David Zwirner INC 401(k) Plan
Source: https://planprovider.pro/companies/david-zwirner-inc-plan-002

> David Zwirner INC's 401(k) plan: 234 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** David Zwirner INC

- **Sponsor EIN:** 133686839

- **Sponsor Address:** 525 W 19TH ST, NEW YORK, NY, 100112808

- **Plan Type:** 401(k)

- **Total Participants:** 234

- **Total Assets:** $36.2M

## 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|234|$36.2M|$1.7M|$2.0M|

| 2023|259|$28.9M|$2.4M|$1.8M|

| 2022|262|$21.2M|$821,189|$1.4M|

## 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|

| RMR WEALTH BUILDERS, INC.|ADVISOR|$54,080|—|$54,080|

| PKF O'CONNOR DAVIES|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RMR WEALTH BUILDERS, INC.](https://planprovider.pro/provider/rmr-wealth-builders-inc) — ADVISOR

- [PKF O'CONNOR DAVIES](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,080

- **Estimated Expense Ratio:** 0.149% 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|$77,157|$54,080|$21,848|—|—|

| 2023|$132,795|$80,840|$51,955|—|—|

| 2022|$124,932|$85,642|$39,290|—|—|

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