Plan Ledger DOL Form 5500 · updated monthly

Marshall Dennehey, P.C.401(k)

MARSHALL DENNEHEY WARNER COLEMAN & GOGGIN SAVINGS & INVESTMENT PLAN · PHILADELPHIA, PA · plan year 2024

Reported admin expense ratio · 2024
0.09%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Marshall Dennehey, P.C. reported $224,536 in plan administrative expenses for 2024: 0.09% of average plan assets, above the peer median. Employer contributions averaged $3,442 per active participant. 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 0.02% to 0.09%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other professional & technical services employers. By assets it is the 227th-largest of 3,651 plans among Pennsylvania employers on file, and the 624th of 11,654 in professional & technical services. In 2024, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$267,595,184
Participants with balances1,074
Active participants1,091
Employer contributions$3,754,833
Employee contributions$9,300,818
Employer contribution per active participant$3,442
Average account balance$249,158
Benefits paid to participants$18,212,440
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$267.6M · 1,074 accts · $3.8M emplr
2023$240.8M · 1,045 accts · $3.7M emplr
2022$205.2M · 1,048 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,127
Investment management$65,150
Audit (IQPA)$54,259
Total administrative$224,536
The Marshall Dennehey, P.C. 401(k) match · 2024
Employer contribution per active participant$3,442
Median for plans this size$4,294
2024$3,442 per active participant
2023$3,424 per active participant
2022$3,543 per active participant

Marshall Dennehey, P.C.'s 2024 employer contribution ran below the $4,294 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$65,557
BASSMAN, ADELMAN AND WEISS PC · Investment management$91,179
CAPFINANCIAL PARTNERS LLC · Investment management$65,150
CHARLES SCHWAB & CO., INC. · Securities brokerage$3

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$224,536 · 0.09%
2023$125,865 · 0.06%
2022$54,128 · 0.02%
Same employer
Similar plansProfessional & Technical Services · Pennsylvania
Flsmidth Inc. PA$341.1M · 0.05%
Eresearch Technology, Inc. PA$308.7M · 0.05%
Almac Group, Inc. PA$283.2M · 0.09%
Stevens & Lee PA$278.3M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231724150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.