# Marks Wealth LLC 401(k) Plan
Source: https://planprovider.pro/companies/marks-wealth-llc-plan

> Marks Wealth LLC's 401(k) plan: 7 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Marks Wealth LLC

- **Sponsor EIN:** 853079278

- **Sponsor Address:** 1 PARK PL STE 500, ANNAPOLIS, MD, 214013572

- **Plan Type:** 401(k)

- **Total Participants:** 7

- **Total Assets:** $228,496

## 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|7|$228,496|$17,009|$51,466|

| 2023|4|$143,535|$13,787|$43,218|

| 2022|5|$126,208|$12,116|$40,731|

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