Plan Snapshot
- Plan Sponsor: Marshall Dennehey, P.C.
- Sponsor EIN: 231724150
- Sponsor Address: 2000 MARKET STREET, PHILADELPHIA, PA, 19103
- Plan Type: 401(k)
- Total Participants: 1,091
- Total Assets: $267.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,091 | $267.6M | $3.8M | $9.3M |
| 2023 | 1,085 | $240.8M | $3.7M | $9.0M |
| 2022 | 1,048 | $205.2M | $3.7M | $8.5M |
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 |
|---|---|---|---|---|
| BASSMAN, ADELMAN AND WEISS PC | NONE | $91,179 | — | $91,179 |
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $65,557 | — | $65,557 |
| CAPFINANCIAL PARTNERS LLC | NONE | $65,150 | — | $65,150 |
| CBIZ CPAS P.C. | Auditor | $54,259 | — | $54,259 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $276,145
- Estimated Expense Ratio: 0.103% of plan assets
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 | $224,536 | $65,150 | $39,495 | $54,259 | — |
| 2023 | $125,865 | $70,095 | — | — | — |
| 2022 | $54,128 | — | — | — | $9,688 |