Plan Snapshot
- Plan Sponsor: Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.
- Sponsor EIN: 232421281
- Sponsor Address: 1617 JOHN F. KENNEDY BLVD., PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 183
- Total Assets: $20.5M
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 | 183 | $20.5M | $328,120 | $983,315 |
| 2023 | 156 | $17.4M | $300,452 | $889,917 |
| 2022 | 155 | $15.7M | $258,069 | $856,810 |
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 |
|---|---|---|---|---|
| TROPEANO & MCGRADY | 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 | $16,070 | — | $16,070 | — | — |
| 2023 | $6,850 | — | $6,850 | — | — |
| 2022 | $5,515 | — | $5,515 | — | — |