# Obermayer Rebmann Maxwell & Hippel LLP 401(k) Plan
Source: https://planprovider.pro/companies/obermayer-rebmann-maxwell-hippel-llp-401k-plan

> Obermayer Rebmann Maxwell & Hippel LLP's 401(k) plan: 202 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FID INV INST OPS CO|RECORDKEEPER|$41,460|—|$41,460|

| MERRILL LYNCH|INV ADVISORY|$20,910|—|$20,910|

| EQUITABLE ADVISORS|CONSULTANT|$12,347|—|$12,347|

| STIFEL, NICOLAUS & COMPANY, INC.|NONE|$6,764|—|$6,764|

| TAIT WELLER BAKER LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FID INV INST OPS CO](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [MERRILL LYNCH](https://planprovider.pro/provider/merrill-lynch) — INV ADVISORY

- [TAIT WELLER BAKER LLP](https://planprovider.pro/provider/tait-weller-and-baker-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $81,481

- **Estimated Expense Ratio:** 0.096% 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|$87,117|$35,593|$3,300|—|—|

| 2023|$79,268|$31,777|$6,231|—|—|

| 2022|$80,774|—|—|—|—|

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