Plan Snapshot
- Plan Sponsor: Carl Marks & Co., INC.
- Sponsor EIN: 133146265
- Sponsor Address: 900 THIRD AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 50
- Total Assets: $35.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 50 | $35.0M | $261,433 | $869,343 |
| 2023 | 45 | $30.2M | $237,339 | $766,223 |
| 2022 | 45 | $24.2M | $251,671 | $843,948 |