# Marsh, Berry, And Company, LLC 401(k) Plan
Source: https://planprovider.pro/companies/marsh-berry-co-inc-401k-plan

> Marsh, Berry, And Company, LLC's 401(k) plan: 206 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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