Plan Snapshot
- Plan Sponsor: Morrison Mahoney LLP
- Sponsor EIN: 042262762
- Sponsor Address: 250 SUMMER STREET, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $92.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 228 | $92.8M | $1.1M | $1.6M |
| 2023 | 247 | $80.9M | $1.2M | $1.9M |
| 2022 | 234 | $74.0M | $1.2M | $1.8M |
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 |
|---|---|---|---|---|
| CBIZ CPAS PC. | 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 | $10,859 | $30,518 | — | — | — |
| 2023 | $1,688 | $21,795 | — | — | — |
| 2022 | $2,555 | $1,130 | — | — | — |