Markallen & Co. LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

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)
  • Total Participants: 5
  • Total Assets: $1.3M

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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20245$1.3M$56,734$42,366
20235$1.1M$63,522$33,920
20225$130,043$55,525$23,881

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