Mintzer, Sarowitz, Zeris & Willis 401(k) match, vesting and fees
What Mintzer, Sarowitz, Zeris & Willis' 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 | Lilling & Company, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Mintzer, Sarowitz, Zeris & Willis: employer contribution per participant | $860 | |
| Peer median | $2,521 |
| Mintzer, Sarowitz, Zeris & Willis: average balance | $118,919 | |
| Peer median | $75,833 |
| Mintzer, Sarowitz, Zeris & Willis: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $23.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 204 | $23.5M | $170K | $860 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Mintzer, Sarowitz, Zeris & Willis match 401(k) contributions?
The match terms for the Mintzer, Sarowitz, Zeris & Willis, PLLC 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $170K in employer contributions, about $860 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mintzer, Sarowitz, Zeris & Willis 401(k) match vested?
The vesting schedule for the Mintzer, Sarowitz, Zeris & Willis, PLLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mintzer, Sarowitz, Zeris & Willis 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Mintzer, Sarowitz, Zeris & Willis, PLLC.
I left Mintzer, Sarowitz, Zeris & Willis. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mintzer, Sarowitz, Zeris & Willis, PLLC, (215) 735-7200) or the recordkeeper, Fidelity Investments Institutional. The Mintzer, Sarowitz, Zeris & Willis old 401(k) page lists the contacts from every plan filing. Find an old Mintzer, Sarowitz, Zeris & Willis 401(k)
Data from the public Form 5500 annual reports Mintzer, Sarowitz, Zeris & Willis filed with the U.S. Department of Labor (plan years 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 Mintzer, Sarowitz, Zeris & Willis. Not financial advice. Report a correction · Methodology