Plan Snapshot
- Plan Sponsor: Markallen & Co. LLC
- Sponsor EIN: 510662270
- Sponsor Address: 450 WEST 17TH STREET, UNIT 739, NEW YORK, NY, 10011
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 9
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 9 | $1.7M | $0 | $0 |
| 2024 | 5 | $1.3M | $56,734 | $42,366 |
| 2023 | 5 | $1.1M | $63,522 | $33,920 |
| 2022 | 5 | $130,043 | $55,525 | $23,881 |
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