# Kessler, Topaz, Meltzer & Check, LLP 401(k) Plan
Source: https://planprovider.pro/companies/kessler-topaz-meltzer-check-llp-401k-plan

> Kessler, Topaz, Meltzer & Check, LLP's 401(k) plan: 187 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kessler, Topaz, Meltzer & Check, LLP

- **Sponsor EIN:** 232977382

- **Sponsor Address:** 280 KING OF PRUSSIA ROAD, RADNOR, PA, 19087

- **Plan Type:** 401(k)

- **Total Participants:** 187

- **Total Assets:** $58.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|187|$58.4M|$1.4M|$2.1M|

| 2023|180|$49.3M|$1.2M|$2.1M|

| 2022|186|$40.6M|$1.2M|$2.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CORNERSTONE ADVISORS ASSET MGMT LLC|INVESTEMENT ADVISOR|$57,297|—|$57,297|

| JOHN HANCOCK LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$46,283|—|$46,283|

| THE MANDMARBLESTONE GROUP LLC|THIRD PARTY ADMINISTRATO|$31,600|—|$31,600|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CORNERSTONE ADVISORS ASSET MGMT LLC](https://planprovider.pro/provider/cornerstone-management-inc) — INVESTEMENT ADVISOR

- [JOHN HANCOCK LIFE INSURANCE COMPANY](https://planprovider.pro/provider/john-hancock) — CONTRACT ADMINISTRATOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $135,180

- **Estimated Expense Ratio:** 0.231% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$135,180|$57,297|$46,283|—|—|

| 2023|$101,051|$50,388|$36,563|—|—|

| 2022|$193,610|$18,312|$161,348|—|$13,950|

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