Plan Snapshot
- Plan Sponsor: Obermayer Rebmann Maxwell & Hippel LLP
- Sponsor EIN: 230549120
- Sponsor Address: CENTRE SQUARE WEST, PHILADELPHIA, PA, 19102
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $85.3M
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 | 202 | $85.3M | $1.5M | $1.9M |
| 2023 | 199 | $76.3M | $1.4M | $1.9M |
| 2022 | 194 | $65.1M | $1.3M | $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 |
|---|---|---|---|---|
| TAIT WELLER BAKER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TAIT WELLER BAKER LLP — 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 | $87,117 | $35,593 | $3,300 | — | — |
| 2023 | $79,268 | $31,777 | $6,231 | — | — |
| 2022 | $80,774 | — | — | — | — |