Plan Snapshot
- Plan Sponsor: Maloney & Novotny LLC
- Sponsor EIN: 340677006
- Sponsor Address: 1111 SUPERIOR AVENUE, SUITE 700, CLEVELAND, OH, 44114
- Plan Type: 401(k)
- Total Participants: 150
- Total Assets: $24.9M
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 | 150 | $24.9M | $278,042 | $1.7M |
| 2023 | 149 | $20.2M | $246,844 | $1.4M |
| 2022 | 133 | $16.3M | $213,038 | $1.2M |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $61,687 | $29,080 | — | — | — |
| 2023 | $88,385 | $61,947 | — | — | — |
| 2022 | $69,345 | $42,129 | — | — | — |