David Zwirner 401(k) match, vesting and fees
What David Zwirner's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Rmr Wealth Builders, Inc. | Schedule C ↗ |
| Independent auditor | Pkf O'Connor Davies (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| David Zwirner: employer contribution per participant | $5,162 | |
| Peer median | $1,216 |
| David Zwirner: average balance | $111,469 | |
| Peer median | $50,590 |
| David Zwirner: admin expenses ÷ assets | 0.24% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $24.4M at the end of plan year 2021 to $36.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 346 | $36.2M | $1.7M | $5,162 | 0.24% | Not published | Form 5500 ↗ |
| 2023 | 368 | $28.9M | $2.4M | $7,213 | 0.53% | Not published | Form 5500 ↗ |
| 2022 | 350 | $21.2M | $821K | $2,861 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 279 | $24.4M | $1.1M | $4,779 | 0.53% | Not published | Form 5500 ↗ |
Common questions
Does David Zwirner match 401(k) contributions?
The match terms for the David Zwirner Inc 401(k) Profit Sharing Plan & Trust have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $5,162 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the David Zwirner 401(k) match vested?
The vesting schedule for the David Zwirner Inc 401(k) Profit Sharing Plan & Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the David Zwirner 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Rmr Wealth Builders, Inc.. The plan administrator is ERISA Fiduciary Services, Inc..
I left David Zwirner. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (ERISA Fiduciary Services, Inc., (631) 249-0500) or the recordkeeper, Rmr Wealth Builders, Inc.. The David Zwirner old 401(k) page lists the contacts from every plan filing. Find an old David Zwirner 401(k)
Data from the public Form 5500 annual reports David Zwirner filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with David Zwirner. Not financial advice. Report a correction · Methodology