Plan Snapshot
- Plan Sponsor: Marks Group Wealth Management
- Sponsor EIN: 263675041
- Sponsor Address: 4350 BAKER ROAD SUITE 245, MINNETONKA, MN, 55343
- Plan Type: DC
- Total Participants: 14
- Total Assets: $4.3M
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 14 | $4.3M | $83,383 | $255,970 |
| 2023 | 14 | $3.2M | $80,002 | $226,423 |
| 2022 | 14 | $2.3M | $71,113 | $180,366 |