# Montgomery Mccracken Walker & Rhoads LLP 401(k) Plan
Source: https://planprovider.pro/companies/montgomery-mccracken-walker-rhoads-llp-230888490-001

> Montgomery Mccracken Walker & Rhoads LLP's 401(k) plan: 97 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Montgomery Mccracken Walker & Rhoads LLP

- **Sponsor EIN:** 230888490

- **Sponsor Address:** 1735 MARKET STREET, PHILADELPHIA, PA, 19103

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

- **Plan Number:** 001

- **Total Participants:** 97

- **Total Assets:** $74.4M

## 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|97|$74.4M|$1.1M|$1.1M|

| 2023|98|$66.4M|$1.2M|$1.2M|

| 2022|104|$62.7M|$950,344|$1.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|Recordkeeper|$27,393|—|$27,393|

| MYCIO|Investment Advisor|$18,025|—|$18,025|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,418

- **Estimated Expense Ratio:** 0.061% 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|$48,429|$21,036|—|—|—|

| 2023|$45,055|$19,999|—|—|—|

| 2022|$47,481|$3,479|—|—|—|

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