# Marks Group Wealth Management DC Plan
Source: https://planprovider.pro/companies/marks-group-wealth-management-plan

> Marks Group Wealth Management's DC plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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