# Marcus Schloss & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/marcus-schloss-co-inc-401k-plan

> Marcus Schloss & Co., INC.'s 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

## Similar Plans

- [Keystone Investments Management, INC.](https://planprovider.pro/companies/keystone-investments-management-inc-plan) — 4 participants

- [Bd Financial Associates Profit Sharing Plan](https://planprovider.pro/companies/bd-financial-associates-profit-sharing-plan-plan) — 4 participants

- [Farmland Opportunity, LLC](https://planprovider.pro/companies/farmland-opportunity-llc-plan-001) — 4 participants

- [American Planning Services INC](https://planprovider.pro/companies/american-planning-services-inc-plan) — 4 participants

- [Farmland Opportunity, LLC](https://planprovider.pro/companies/farmland-opportunity-llc-plan-002) — 4 participants

- [Hilliard Investments, INC.](https://planprovider.pro/companies/hilliard-investments-inc-401k-plan) — 3 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/marcus-schloss-co-inc-401k-plan)

© 2026 PlanProvider.Pro