# Manning Gross + Massenburg LLP 401(k) Plan
Source: https://planprovider.pro/companies/manning-gross-massenburg-llp-401k-plan

> Manning Gross + Massenburg LLP&#39;s 401(k) plan: 463 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Manning Gross + Massenburg LLP

- **Sponsor EIN:** 043339733

- **Sponsor Address:** 125 HIGH STREET, BOSTON, MA, 02110

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

- **Total Participants:** 463

- **Total Assets:** $59.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|463|$59.3M|$1.6M|$4.2M|

| 2023|371|$46.7M|$1.4M|$3.4M|

| 2022|311|$35.6M|$1.1M|$2.7M|

## 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|

| THE ANGELL PENSION GROUP, INC.|TPA|—|$23,937|$23,937|

| FORVIS MARZARS|SERVICE PROVIDER|$17,850|—|$17,850|

| MORNINGSTAR|ADVISOR|—|$7,586|$7,586|

### Verified Provider Profiles

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

- [FORVIS MARZARS](https://planprovider.pro/provider/forvis-mazars-llp) — SERVICE PROVIDER

- [MORNINGSTAR](https://planprovider.pro/provider/jp-morgan-asset-management) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,373

- **Estimated Expense Ratio:** 0.083% 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|$36,900|$17,850|$17,600|—|—|

| 2023|$31,960|—|$31,960|—|—|

| 2022|$69,575|—|$69,575|—|—|

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