Day & Zimmermann Retirement Plan
Sponsored by The Day & Zimmermann Group, Inc. · EIN 233024522 · Plan #013
- Total assets
- $487M
- Net assets
- $487M
- Active participants
- 4,384
- With balances
- 3,636
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $117,760 |
| Capfinancial Partners Llc | Investment advisory (plan) | $53,934 |
| Morgan Lewis & Bockius Llp | Legal | $29,859 |
| Fischer Cunnane & Associates Ltd | Accounting | $16,664 |
| Usi Consulting Group | Consulting (general) | $5,000 |