# Markley Lowell, LLC 401(k) Plan
Source: https://planprovider.pro/companies/markley-lowell-llc-plan

> Markley Lowell, LLC's 401(k) plan: 164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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