· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARCUS, ERRICO, EMMER & BROOKS, P.C. — MARCUS, ERRICO, EMMER & BROOKS, P.C. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250626100710NAL0008861201001
MARCUS, ERRICO, EMMER & BROOKS, P.C.
Form 5500-SF
FILING_RECEIVED
MARCUS, ERRICO, EMMER & BROOKS, P.C. 401(K) PLAN
401(k) retirement plan
Active participants
36
Accounts w/ balance
0
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARCUS, ERRICO, EMMER & BROOKS, P.C.
.
Find decision makers
Plan sponsor
Name
MARCUS, ERRICO, EMMER & BROOKS, P.C.
EIN
04-3193439
Address
OFFICE PARK SUITE 107 · BRAINTREE, MA · 02184
Phone
(718) 843-5000
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
KELLER LANDSBERG, P.A.
KELLER LANDSBERG, P.A. 401(K) PLAN
$7.6M · 13 participants
BROWN & RUPRECHT, PC
BROWN & RUPRECHT, PC 401(K) PLAN
$7.6M · 17 participants
LANE POWELL PC
LANE POWELL PC CASH BALANCE PLAN
$7.6M · 99 participants
PHILADELPHIA LEGAL ASSISTANCE
PHILADELPHIA LEGAL ASSISTANCE 403(B) PLAN
$7.6M · 97 participants
CARLSMITH BALL LLP, A LLLP LLP
CARLSMITH BALL LLP 401(K) PROFIT SHARING PLAN (004)
$7.6M · 22 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FLORIO PERRUCCI STEINHARDT CAPPELLI & TIPTON LLC
FLORIO PERRUCCI STEINHARDT CAPPELLI & TIPTON LLC 401(K) PROFIT SHARING PLAN AND TRUST
$7.6M · 75 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B