Plan Snapshot
- Plan Sponsor: Marcum Wealth, LLC
- Sponsor EIN: 202317470
- Sponsor Address: 6685 BETA DRIVE, MAYFIELD VILLAGE, OH, 44143
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 0 | $0 | $175,356 | $483,529 |
| 2024 | 59 | $7.4M | $257,887 | $787,915 |
| 2023 | 57 | $6.1M | $256,906 | $664,796 |
| 2022 | 51 | $4.2M | $216,402 | $630,343 |