# Zwicker &amp; Associates, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/zwicker-associates-p-c-401k-plan

> Zwicker &amp; Associates, P.C.&#39;s 401(k) plan: 771 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Zwicker & Associates, P.C.

- **Sponsor EIN:** 043131560

- **Sponsor Address:** 80 MINUTEMAN ROAD, ANDOVER, MA, 01810

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

- **Total Participants:** 771

- **Total Assets:** $21.0M

## 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|771|$21.0M|$176,944|$1.9M|

| 2023|679|$17.9M|$164,654|$1.8M|

| 2022|852|$14.5M|$193,264|$1.9M|

## 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|

| ADP INC|RECORDKEEPER|$10,170|—|$10,170|

| BDO USA P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ADP INC](https://planprovider.pro/provider/adp-retirement-services) — RECORDKEEPER

- [BDO USA P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $10,170

- **Estimated Expense Ratio:** 0.048% 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|$9,334|—|—|—|—|

| 2023|$10,915|—|—|—|—|

| 2022|$13,347|—|—|—|—|

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