How big is Margolis Fishman Inc.'s plan?

Margolis Fishman Inc.'s plan reported $839K in assets and 4 participants for 2024.

Original filing (PDF)20250711114059NAL0004639667001

Margolis Fishman Inc.

Name: Margolis Fishman Inc. — Margolis Fishman Inc. 401(k), Form 5500 (2024)
Creator: Margolis Fishman Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margolis Fishman Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Margolis Fishman Inc.'s Margolis Fishman Inc. 401(k) Profit Sharing Plan & Trust held $839K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$839K

Net assets (EOY)

$839K

People on this filing

Ronald Margolis signed Margolis Fishman Inc.'s 2024 Form 5500 as plan administrator.

Ronald Margolis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Margolis Fishman Inc.'s EIN is 04-2813643.

EIN 04-2813643

Plan number 001

Plan year 2024

ACK ID 20250711114059NAL0004639667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Margolis Fishman Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Margolis Fishman Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGOLIS FISHMAN INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score