# Marcum Wealth, LLC 401(k) Plan
Source: https://planprovider.pro/companies/marcum-wealth-llc-401k-plan

> Marcum Wealth, LLC's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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