Plan Snapshot
- Plan Sponsor: Marsh, Berry, And Company, LLC
- Sponsor EIN: 341190957
- Sponsor Address: 28601 CHAGRIN BLVD SUITE 400, WOODMERE, OH, 441224556
- Plan Type: 401(k)
- Total Participants: 206
- Total Assets: $34.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 206 | $34.5M | $782,575 | $2.3M |
| 2023 | 186 | $27.6M | $659,821 | $2.0M |
| 2022 | 161 | $22.9M | $598,730 | $1.7M |
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 |
|---|---|---|---|---|
| COHEN & COMPANY, LTD | 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 | $86,785 | — | $86,785 | — | — |
| 2023 | $69,381 | — | $69,381 | — | — |
| 2022 | $54,899 | — | $54,899 | — | — |