Marx Realty & Improvement Co. INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Marx Realty & Improvement Co. INC.
  • Sponsor EIN: 131016330
  • Sponsor Address: 155 EAST 44TH STREET 21ST FLOOR, NEW YORK, NY, 10017
  • Plan Type: 401(k)
  • Total Participants: 30
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • 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.
202430$5.9M$118,943$417,487
202332$5.3M$98,932$395,283
202231$3.8M$96,033$355,499

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