Plan Snapshot
- Plan Sponsor: Mccarthy, Mambro, Bertino, LLC
- Sponsor EIN: 043547823
- Sponsor Address: 580 HARRISON AVENUE SUITE 102, BOSTON, MA, 02118
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $22,368 | $58,711 |
| 2023 | 33 | $10.8M | $115,345 | $284,025 |
| 2022 | 40 | $10.3M | $163,114 | $362,547 |
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 |
|---|---|---|---|---|
| MARCUM LLP | 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 | $43,731 | $137 | — | — | — |
| 2023 | $38,445 | $490 | — | — | — |
| 2022 | $37,283 | — | $37,283 | — | — |