Plan Snapshot
- Plan Sponsor: Carl Marks Advisory Group, LLC
- Sponsor EIN: 133973576
- Sponsor Address: 900 THIRD AVENUE, 33RD FLOOR, NEW YORK, NY, 100224775
- Plan Type: DC
- Total Participants: 3
- Total Assets: $5.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 3 | $5.2M | $0 | $0 |
| 2023 | 3 | $4.9M | $0 | $0 |
| 2022 | 3 | $4.6M | $183,000 | $0 |