Marcus And Shapira LLP DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Marcus And Shapira LLP
  • Sponsor EIN: 251345549
  • Sponsor Address: ONE OXFORD CENTRE, 35TH FLOOR, PITTSBURGH, PA, 15219
  • Plan Type: DC
  • Total Participants: 29
  • Total Assets: $38.5M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202429$38.5M$695,312$460,700
202329$34.2M$703,336$480,381
202228$28.9M$614,152$465,015

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