Plan Snapshot
- Plan Sponsor: Marcus Schloss & Co., INC.
- Sponsor EIN: 135676531
- Sponsor Address: 3652 VOARO WAY, WEST PALM BEACH, FL, 33405
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $8.9M
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 | 4 | $8.9M | $13,142 | $19,983 |
| 2023 | 4 | $11.6M | $87,962 | $169,151 |
| 2022 | 8 | $9.9M | $77,839 | $131,452 |