# Morgan Lewis & Bockius LLP Lisa Solley 401(k) Plan
Source: https://planprovider.pro/companies/morgan-lewis-bockius-llp-lisa-solley-401k-plan-005

> Morgan Lewis & Bockius LLP Lisa Solley's 401(k) plan: 3,146 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Morgan Lewis & Bockius LLP Lisa Solley

- **Sponsor EIN:** 230891050

- **Sponsor Address:** 2222 MARKET ST., PHILADELPHIA, PA, 191033007

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

- **Total Participants:** 3,146

- **Total Assets:** $1.3B

## 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|3,146|$1.3B|$0|$0|

| 2023|3,137|$1.1B|$0|$0|

## 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|

| GRANT THORTON 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|$8,653|—|—|—|—|

| 2023|$8,489|—|—|—|—|

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