# Maloney & Novotny LLC 401(k) Plan
Source: https://planprovider.pro/companies/maloney-novotny-llc-401k-plan

> Maloney & Novotny LLC's 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/brown-edwards-and-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|—|—|—|

## Similar Plans

- [Brady, Ware & Schoenfeld, INC.](https://planprovider.pro/companies/brady-ware-schoenfeld-inc-401k-plan) — 155 participants

- [Barnes, Dennig & Co., Ltd.](https://planprovider.pro/companies/barnes-dennig-co-ltd-401k-plan) — 157 participants

- [Howard, Wershbale & Co.](https://planprovider.pro/companies/howard-wershbale-co-401k-plan) — 143 participants

- [Apple Growth Partners, INC.](https://planprovider.pro/companies/apple-growth-partners-inc-401k-plan) — 127 participants

- [Brixey & Meyer, INC.](https://planprovider.pro/companies/brixey-meyer-inc-401k-plan) — 117 participants

- [Bober, Markey, Fedorovich & Company](https://planprovider.pro/companies/bober-markey-fedorovich-company-401k-plan) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/maloney-novotny-llc-401k-plan)

© 2026 PlanProvider.Pro