How big is Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.'s plan?

Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.'s plan reported $25.0M in assets and 93 participants for 2024.

Original filing (PDF)20251001130616NAL0005937011001

Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.

Name: Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C. — Form 5500 Plan 002 (2024)
Creator: Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Zarwin, BAUM, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan

401(k) retirement plan · Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.'s Zarwin, BAUM, Devito, Kaplan, Schaer, & Toddy P.C. 401(k) Profit Sharing Plan held $25.0M in plan assets for 93 participants in 2024, with Empower as recordkeeper.

Signals · 2

53% in single holdingHigh average account balance

Active participants

Accounts w/ balance

118

Plan assets (EOY)

$25.0M

Net assets (EOY)

$25.0M

People on this filing

Mitchell Kaplan signed Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.'s 2024 Form 5500 as plan administrator.

Mitchell Kaplan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.'s EIN is 23-1879577.

EIN 23-1879577

Plan number 002

Plan year 2024

ACK ID 20251001130616NAL0005937011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Zarwin, BAUM, Devito, Kaplan, Schaer & Toddy, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER & TODDY, P.C..

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How this plan invests

This plan

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (97th percentile).

Plan sponsor

Name

ZARWIN, BAUM, DEVITO, KAPLAN, SCHAER & TODDY, P.C.

EIN

all filings

Address

2005 MARKET STREET 16TH FLOOR · PHILADELPHIA, PA · 19103

Phone

(215) 569-5049

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$14K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$1K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

22 direct securities· $25.0M(100% of reported assets)

Common Collective Trusts

$13.3M

2 holdings

Mutual Funds

$7.6M

15 holdings

Other securities

$4.1M

5 holdings

					% of plan
Fidelity 500 Index Mutual fund	Common Collective Trusts	—	—	$13.2M	52.6%
iShares MSCI EAFE Int'l Index K Mutual fund	Other securities	—	—	$2.8M	11.4%
Fidelity Mid Cap Index Mutual fund	Mutual Funds	—	—	$2.1M	8.5%
Fidelity U.S. Bond Index Mutual fund	Mutual Funds	—	—	$1.6M	6.5%
TIAA-CREF Lifecycle Index 2025 Inst Mutual fund	Mutual Funds	—	—	$1.3M	5.2%
Fidelity Small Cap Index Mutual fund	Mutual Funds	—	—	$1.2M	4.8%
EI Fixed Account - Series Class II Guaranteed investment	Other securities	—	—	$1.1M	4.3%
Fidelity Emerging Markets Index Mutual fund	Mutual Funds	—	—	$370K	1.5%
TIAA-CREF Lifecycle Index Ret Inc Inst Mutual fund	Mutual Funds	—	—	$170K	0.7%
TIAA-CREF Lifecycle Index 2035 Inst Mutual fund	Mutual Funds	—	—	$167K	0.7%
TIAA-CREF Lifecycle Index 2065 Instl Mutual fund	Mutual Funds	—	—	$153K	0.6%
Fidelity Total Market Index Mutual fund	Common Collective Trusts	—	—	$123K	0.5%
contract * Notes receivable from participants Interest rates ranging from	Other securities	—	—	$114K	0.5%
TIAA-CREF Lifecycle Index 2040 Inst Mutual fund	Mutual Funds	—	—	$108K	0.4%
TIAA-CREF Lifecycle Index 2060 Instl Mutual fund	Mutual Funds	—	—	$96K	0.4%
American Century Real Estate R6 Mutual fund	Other securities	—	—	$84K	0.3%
TIAA-CREF Lifecycle Index 2045 Inst Mutual fund	Mutual Funds	—	—	$81K	0.3%
TIAA-CREF Lifecycle Index 2030 Inst Mutual fund	Mutual Funds	—	—	$78K	0.3%
TIAA-CREF Lifecycle Index 2050 Instl Mutual fund	Mutual Funds	—	—	$72K	0.3%
TIAA-CREF Lifecycle Index 2055 Inst Mutual fund	Mutual Funds	—	—	$66K	0.3%
Fidelity Inflation Protected Bond Index Mutual fund	Mutual Funds	—	—	$18K	<0.1%
through April 2032 Forfeitures	Other securities	—	—	$10K	<0.1%