Plan Snapshot
- Plan Sponsor: Marks Wealth LLC
- Sponsor EIN: 853079278
- Sponsor Address: 11690 FREDERICK RD, ELLICOTT CITY, MD, 210421030
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 10
- Total Assets: $313,917
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. |
|---|
| 2025 | 10 | $313,917 | $0 | $0 |
| 2024 | 7 | $228,496 | $17,009 | $51,466 |
| 2023 | 4 | $143,535 | $13,787 | $43,218 |
| 2022 | 5 | $126,208 | $12,116 | $40,731 |