Marshall, Dennehey, Warner, Coleman & Goggin 401(k) Plan: Login, Facts & Contact Information

Marshall, Dennehey, Warner, Coleman & Goggin 401(k) Plan Facts

Plan name
MARSHALL DENNEHEY, P.C. SAVINGS & INVESTMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MARSHALL DENNEHEY, P.C.
Participants
1,316 (1,091 active employees)
Former employees with a balance
244
Plan assets
$267,595,184 at Dec 31, 2024
Average account balance
$249,158 across 1,074 accounts
Employer contributions
$3,754,833 in plan year 2024 (26% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1984
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $14.5 million went into the plan in contributions, $3.75 million of it from the employer (26%).
  • $18.2 million was paid out to participants.
  • Investment and other income added $30.7 million.
  • Administrative expenses were $224,536, about $209 per account.

How the Marshall, Dennehey, Warner, Coleman & Goggin 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,285$207.2 million$3.77 million$14.8 million
20201,326$234.5 million$1.28 million$16.3 million
20211,415$255.4 million$1.85 million$20.8 million
20221,353$205.2 million$3.71 million$22.0 million
20231,288$240.8 million$3.72 million$14.1 million
20241,316$267.6 million$3.75 million$18.2 million

Marshall, Dennehey, Warner, Coleman & Goggin 401(k) Contact Information

Phone
215-575-2600
Mailing address
2000 MARKET STREET SUITE 2300, PHILADELPHIA PA 19103
Plan sponsor
MARSHALL DENNEHEY, P.C.
Employer identification number (EIN)
23-1724150
Plan number
002

Questions about the Marshall, Dennehey, Warner, Coleman & Goggin 401(k)

Does Marshall, Dennehey, Warner, Coleman & Goggin contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.75 million, 26% of all contributions.

Does the Marshall, Dennehey, Warner, Coleman & Goggin 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Marshall, Dennehey, Warner, Coleman & Goggin 401(k) plan?

1,316 participants at the start of plan year 2024, 1,091 of them active employees, and 244 former employees who still had money in the plan.

What is the average 401(k) balance at Marshall, Dennehey, Warner, Coleman & Goggin?

About $249,158 per account: $267.6 million in plan assets across 1,074 accounts with a balance at the end of plan year 2024.

Who manages the Marshall, Dennehey, Warner, Coleman & Goggin 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Marshall, Dennehey, Warner, Coleman & Goggin. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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