Plan Ledger DOL Form 5500 · updated monthly

Marinosci Law Group, PC401(k)

MARINOSCI LAW GROUP P.C. 401(K) PROFIT SHARING PLAN AND TRUST · WARWICK, RI · plan year 2024

Reported admin expense ratio · 2024
0.81%

Marinosci Law Group, PC reported $46,683 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.62% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Rhode Island (209th of 286), and 9,300th of 11,654 in professional & technical services. active participation has shrunk from 125 to 96 since 2022.

Plan summary
Net assets, end of year$6,221,076
Participants with balances226
Active participants96
Employer contributions—
Employee contributions$458,635
Employer contribution per active participant—
Average account balance$27,527
Benefits paid to participants$302,825
Plan auditUnmodified (clean) audit opinion
AuditorFEENEY FOSTER CPAS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 226 accts
2023$5.3M · 229 accts · $281 emplr
2022$4.6M · 229 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,323
Investment management$20,360
Total administrative$46,683
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$26,323
CAPITAL WEALTH MANAGEMENT, LLC · Recordkeeping · Trustee$20,360
ADP BROKER-DEALERindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, CAPITAL WEALTH MANAGEMENT, LLC
2023ADP, CAPITAL WEALTH MANAGEMENT, LLC

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Administrative cost history3
2024$46,683 · 0.81%
2023$36,649 · 0.74%
2022$30,445 · 0.62%
Same employer
Similar plansProfessional & Technical Services · Rhode Island
Falvey Insurance Group LTD RI$18.2M · 0.34%
Kss, Inc. RI$17.0M · 0.58%
Torden LLC RI$4.7M · 1.34%
Rxvantage, Inc. RI$4.6M · 0.12%
Antaya Technologies Corp. RI$2.8M · 0.47%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050518463 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.