Assets by plan
Share of aggregate retirement assets
90%top
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Fully Insured - HIGHMARK INC.
Self Funded
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BABST CALLAND CLEMENTS & ZOMNIR, P.C. PROFIT SHARING 401(K) PLAN I | 401k | $78.8M | 215 | 2024 | |
| 002 | BABST CALLAND CLEMENTS & ZOMNIR, P.C. ASSOCIATES PROFIT SHARING 401(K) PLAN II | 401k | $8.9M | 95 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | BABST CALLAND CLEMENTS AND ZOMNIR, P.C. INSURANCE BENEFIT PLAN | Fully Insured | HIGHMARK INC. | $2.9M | 362 | 2025 | |
| 503 | BABST CALLAND CLEMENTS AND ZOMNIR, P.C. HEALTH REIMBURSEMENT ARRANGEMENT | Self Funded | - | $0 | 0 | 2025 |