Marcheschi, Plankis & Pogore 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Marcheschi, Plankis & Pogore
  • Sponsor EIN: 362996293
  • Sponsor Address: 9951 WEST 190TH STREET SUITE A, MOKENA, IL, 60448
  • Plan Type: 401(k)
  • Total Participants: 15
  • Total Assets: $5.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202415$5.6M$86,392$112,599
202313$4.9M$90,677$113,184
202214$4.5M$75,413$74,677

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