Plan Ledger DOL Form 5500 · updated monthly

Mintzer, Sarowitz, Zeris & Willis, PLLC401(k)

MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Mintzer, Sarowitz, Zeris & Willis, PLLC reported $40,773 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,507 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,399th-largest of 3,651 plans among Pennsylvania employers on file, and the 4,970th of 11,654 in professional & technical services. In 2024, employees put in $6.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$23,545,868
Participants with balances198
Active participants113
Employer contributions$170,275
Employee contributions$1,067,609
Employer contribution per active participant$1,507
Average account balance$118,919
Benefits paid to participants$1,576,681
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,773
Investment management$35,000
Total administrative$40,773
The Mintzer, Sarowitz, Zeris & Willis, PLLC 401(k) match · 2024
Employer contribution per active participant$1,507
Median for plans this size$2,416

Mintzer, Sarowitz, Zeris & Willis, PLLC's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20242
HORNOR TOWNSEND & KENT INC · Investment advisory (plan)$35,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$5,773

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

Administrative cost history1
2024$40,773 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Key Environmental Inc PA$24.7M · 0.02%
Robson Forensic, Inc. PA$24.2M · 0.34%
Novak Francella LLC PA$24.1M · 0.17%
Fcarchitects Inc PA$23.3M · 0.38%
Primepay, LLC PA$23.0M · 0.76%
R & P Technologies PA$22.9M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 934242766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.