Day & Zimmermann Group 401(k) match, vesting and fees
What Day & Zimmermann Group'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Fischer Cunnane Associates Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,087 defined-contribution plans in professional, scientific, and technical services with 1,000 to 4,999 participants.
| Day & Zimmermann Group: employer contribution per participant | $2,825 | |
| Peer median | $2,556 |
| Day & Zimmermann Group: average balance | $134,024 | |
| Peer median | $100,166 |
| Day & Zimmermann Group: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.11% |
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 $518M at the end of plan year 2021 to $487M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 5,462 | $487M | $10.3M | $2,825 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 5,488 | $463M | $10.1M | $2,715 | 0.02% | Not published | Form 5500 ↗ |
| 2022 | 5,959 | $411M | $10.5M | $2,690 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 6,302 | $518M | $8.9M | $2,109 | 0.14% | Not published | Form 5500 ↗ |
Other Day & Zimmermann Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Day & Zimmermann 401(k) Plan for Contract Employees
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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Fischer Cunnane and Associates Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Day & Zimmermann Group match 401(k) contributions?
The match terms for the Day & Zimmermann Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $10.3M in employer contributions, about $2,825 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Day & Zimmermann Group 401(k) match vested?
The vesting schedule for the Day & Zimmermann Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Day & Zimmermann Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is The Day & Zimmermann Group, Inc..
I left Day & Zimmermann Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Day & Zimmermann Group, Inc., (215) 299-8000) or the recordkeeper, Fidelity Investments Institutional. The Day & Zimmermann Group old 401(k) page lists the contacts from every plan filing. Find an old Day & Zimmermann Group 401(k)
Data from the public Form 5500 annual reports Day & Zimmermann Group 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 Day & Zimmermann Group. Not financial advice. Report a correction · Methodology