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Original filing (PDF)20251010091153NAL0012200096001
MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.
Form 5500
FILING_RECEIVED
MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
183
Accounts w/ balance
0
Plan assets (EOY)
$20.5M
Net assets (EOY)
$20.5M
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C..
Plan sponsor
Name
MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C.
EIN
23-2421281
Address
1617 JOHN F. KENNEDY BLVD. · SUITE 1010 · PHILADELPHIA, PA · 19103
Phone
(215) 564-6688
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
2025-10-10
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
TROPEANO & MCGRADY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITIES AMERICA INC | — | LA VISTA, NE | INVESTMENT MANAGEMENT | $0 | — |
| OSAIC WEALTH INC | 93-0987232 | SCOTTSDALE, AZ | INVESTMENT MANAGEMENT | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | SERVICE PROVIDER | $59K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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