# The Day & Zimmermann Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/day-zimmermann-group-inc-401k-plan-015

> The Day & Zimmermann Group, INC.'s 401(k) plan: 2,054 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:** 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](https://planprovider.pro/provider/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|

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