# Mirick, O'Connell, Demallie & Lougee, LLP 401(k) Plan
Source: https://planprovider.pro/companies/mirick-o-connell-demallie-lougee-llp-401k-plan

> Mirick, O'Connell, Demallie & Lougee, LLP's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mirick, O'Connell, Demallie & Lougee, LLP

- **Sponsor EIN:** 042203347

- **Sponsor Address:** 100 FRONT STREET, WORCESTER, MA, 01608

- **Plan Type:** 401(k)

- **Total Participants:** 141

- **Total Assets:** $84.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|141|$84.0M|$1.2M|$2.4M|

| 2023|128|$73.7M|$1.0M|$2.1M|

| 2022|127|$62.3M|$1.0M|$1.9M|

## 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|

| STOWE & DEGON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STOWE & DEGON LLC](https://planprovider.pro/provider/stowe-and-degon-llc) — Auditor

## 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|$45,264|—|$300|—|—|

| 2023|$43,270|—|—|—|—|

| 2022|$44,809|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mirick-o-connell-demallie-lougee-llp-401k-plan)

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