Plan Snapshot
- Plan Sponsor: Markley Lowell, LLC
- Sponsor EIN: 383693466
- Sponsor Address: 1 SUMMER ST. 5TH FLOOR, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 164
- Total Assets: $17.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 164 | $17.5M | $721,846 | $1.6M |
| 2023 | 163 | $15.6M | $743,582 | $1.6M |
| 2022 | 148 | $12.5M | $646,420 | $1.4M |
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 |
|---|---|---|---|---|
| FREED MAXICK CPAS, P.C. | Auditor | — | — | $0 |
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 | $11,554 | — | — | — | — |
| 2023 | $7,288 | — | — | — | — |
| 2022 | $54,661 | — | — | — | $54,661 |