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: 2,054
- Total Assets: $12.2M
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 | 2,054 | $12.2M | $365 | $1.5M |
| 2023 | 1,827 | $12.3M | $160 | $1.2M |
| 2022 | 1,926 | $11.5M | $0 | $1.2M |
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 |
|---|---|---|---|---|
| FISCHER CUNNANE AND ASSOCIATES LTD | Auditor | $4,800 | — | $4,800 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISCHER CUNNANE AND ASSOCIATES LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,800
- Estimated Expense Ratio: 0.039% 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 | $29,433 | — | — | $4,800 | — |
| 2023 | $15,620 | $1,841 | $3,161 | $10,618 | — |
| 2022 | $39,148 | $1,067 | $24,646 | — | $13,409 |