Plan Ledger DOL Form 5500 · updated monthly

Day & Zimmermann Group, Inc.401(k)

DAY & ZIMMERMANN RETIREMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.11%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Day & Zimmermann Group, Inc. reported $500,919 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $2,343 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.16% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 157th-largest of 3,651 plans among Pennsylvania employers on file, and the 358th of 11,654 in professional & technical services. In 2024, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$487,310,965
Participants with balances3,636
Active participants4,384
Employer contributions$10,273,050
Employee contributions$25,466,163
Employer contribution per active participant$2,343
Average account balance$134,024
Benefits paid to participants$81,413,121
Plan auditUnmodified (clean) audit opinion
AuditorFISCHER CUNNANE ASSOCIATES LTD
Plan history3
Yearassets · accounts · employer contribution
2024$487.3M · 3,636 accts · $10.3M emplr
2023$462.8M · 3,722 accts · $10.1M emplr
2022$411.4M · 3,911 accts · $10.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$395,462
Investment management$53,934
Audit (IQPA)$16,664
Total administrative$500,919
The Day & Zimmermann Group, Inc. 401(k) match · 2024
Employer contribution per active participant$2,343
Median for plans this size$4,294
2024$2,343 per active participant
2023$2,430 per active participant
2022$2,308 per active participant

Day & Zimmermann Group, Inc.'s 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$117,760
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$53,934
MORGAN LEWIS & BOCKIUS LLP · Legal$29,859
FISCHER CUNNANE & ASSOCIATES LTD · Accounting / audit$16,664
USI CONSULTING GROUP · Consulting$5,000

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$500,919 · 0.11%
2023$95,681 · 0.02%
2022$741,453 · 0.16%
All plans at this employer2
DAY & ZIMMERMANN RETIREMENT PLAN401(k)
DAY & ZIMMERMANN 401(K) PLAN FOR CONTRACT EMPLOYEES401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 233024522 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.