# Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/zarwin-baum-devito-kaplan-schaer-toddy-p-c-401k-plan

> Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.'s 401(k) plan: 93 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zarwin, Baum, Devito, Kaplan, Schaer & Toddy, P.C.

- **Sponsor EIN:** 231879577

- **Sponsor Address:** 2005 MARKET STREET 16TH FLOOR, PHILADELPHIA, PA, 19103

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

- **Total Participants:** 93

- **Total Assets:** $25.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|93|$25.0M|$407,399|$780,873|

| 2023|92|$21.2M|$375,773|$727,371|

| 2022|95|$17.8M|$349,128|$638,535|

## 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|

| CITRINCOOPERMAN|Auditor|$16,800|—|$16,800|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $16,800

- **Estimated Expense Ratio:** 0.067% 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|$66,104|$35,506|—|$16,800|—|

| 2023|$41,220|$29,068|—|—|—|

| 2022|$41,693|—|$41,693|—|—|

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