# Marks, O'Neill, O'Brien, Doherty & Kelly, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/marks-o-neill-o-brien-doherty-kelly-p-c-401k-plan

> Marks, O'Neill, O'Brien, Doherty & Kelly, P.C.'s 401(k) plan: 183 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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