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Original filing (PDF)20251015133940NAL0002378819001
MCELROY, DEUTSCH, MULVANEY AND CARPENTER, LLP
Form 5500
FILING_RECEIVED
MCELROY, DEUTSCH, MULVANEY & CARPENTER, LLP 401(K) PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
256
Accounts w/ balance
389
Plan assets (EOY)
$121.9M
Net assets (EOY)
$121.9M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "T. ROWE PRICE STABLE VALUE COMMON TRUST FUND" is 100% of plan.
- 17 bps in Schedule C fees — 74% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MCELROY, DEUTSCH, MULVANEY AND CARPENTER, LLP.
Plan sponsor
Name
MCELROY, DEUTSCH, MULVANEY AND CARPENTER, LLP
EIN
22-2445165
Address
1300 MT. KEMBLE AVENUE · PO BOX 2075 · MORRISTOWN, NJ · 07962
Phone
(973) 993-8100
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLYNE, EAGAN & ASSOCIATES, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | NONE | $155K | — |
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $36K | — |
| CLYNE EAGAN AND ASSOCIATES | — | CEDAR KNOLLS, NJ | NONE | $22K | — |
Investments
1 pooled fund· $15.9M(13% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | $13.9M | $15.9M | 13.0% |
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