# Margolis Edelstein 401(k) Plan
Source: https://planprovider.pro/companies/margolis-edelstein-plan

> Margolis Edelstein's 401(k) plan: 196 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Margolis Edelstein

- **Sponsor EIN:** 232049922

- **Sponsor Address:** THE CURTIS CENTER - SUITE 400 E, PHILADELPHIA, PA, 191063304

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

- **Total Participants:** 196

- **Total Assets:** $60.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|196|$60.0M|$498,502|$1.8M|

| 2023|186|$59.4M|$502,153|$1.7M|

| 2022|170|$55.1M|$500,000|$1.6M|

## 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|

| ALLOY SILVERSTEIN SHAPIRO ADAMS|Auditor|$24,900|—|$24,900|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $24,900

- **Estimated Expense Ratio:** 0.041% 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|$107,487|$53,045|—|$24,900|—|

| 2023|$129,005|$38,000|—|$23,275|—|

| 2022|$118,676|—|—|—|—|

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