# Marshall Dennehey, P.C. 401(k) Plan
Source: https://planprovider.pro/companies/marshall-dennehey-warner-coleman-goggin-401k-plan

> Marshall Dennehey, P.C.'s 401(k) plan: 1,091 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## 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|

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