# The Day & Zimmermann Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/day-zimmermann-group-inc-401k-plan-013

> The Day & Zimmermann Group, INC.'s 401(k) plan: 4,384 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Day & Zimmermann Group, INC.

- **Sponsor EIN:** 233024522

- **Sponsor Address:** 1500 SPRING GARDEN ST 10TH FL, PHILADELPHIA, PA, 191304067

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

- **Total Participants:** 4,384

- **Total Assets:** $487.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|4,384|$487.3M|$10.3M|$25.5M|

| 2023|4,158|$462.8M|$10.1M|$24.5M|

| 2022|4,558|$411.4M|$10.5M|$24.8M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$117,760|—|$117,760|

| CAPFINANCIAL PARTNERS LLC|INVESTMENT ADVISOR|$53,934|—|$53,934|

| MORGAN LEWIS & BOCKIUS LLP|ATTORNEY/LEGAL|$29,859|—|$29,859|

| FISCHER CUNNANE & ASSOCIATES LTD|ACCOUNTANT/AUDITOR|$16,664|—|$16,664|

| USI CONSULTING GROUP|CONSULTANT|$5,000|—|$5,000|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MORGAN LEWIS & BOCKIUS LLP](https://planprovider.pro/provider/meyer-unkovic-and-scott-llp) — ATTORNEY/LEGAL

- [FISCHER CUNNANE & ASSOCIATES LTD](https://planprovider.pro/provider/fischer-cunnane-and-associates-ltd) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $223,217

- **Estimated Expense Ratio:** 0.046% 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|$500,919|$53,934|$2,400|$16,664|—|

| 2023|$95,681|—|$95,681|—|—|

| 2022|$741,453|$40,288|$650,670|—|$50,392|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/day-zimmermann-group-inc-401k-plan-013)

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