# Mccarthy, Mambro, Bertino, LLC 401(k) Plan
Source: https://planprovider.pro/companies/mccarthy-mambro-bertino-llc-401k-plan

> Mccarthy, Mambro, Bertino, LLC's 401(k) plan: 0 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## 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|—|—|

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