Marshall, Gerstein & Borun LLP 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Marshall, Gerstein & Borun LLP
  • Sponsor EIN: 362353598
  • Sponsor Address: 233 SOUTH WACKER DRIVE, CHICAGO, IL, 60606
  • Plan Type: 401(k)
  • Total Participants: 78
  • Total Assets: $448,215

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202478$448,215$0$239,508
202369$290,351$0$143,390
202246$280,893$0$89,285

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