Original filing (PDF)20250714151415NAL0001690304001

MARCUS & JAY COMPANY, INC.

Name: MARCUS & JAY COMPANY, INC. — MARCUS & JAY COMPANY, INC. RETIREMENT TRUST, Form 5500 (2024)
Creator: MARCUS & JAY COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

MARCUS & JAY COMPANY, INC. RETIREMENT TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.1M

Net assets (EOY)

$5.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCUS & JAY COMPANY, INC..

Plan sponsor

Name

MARCUS & JAY COMPANY, INC.

EIN

11-2823606

Address

163 EILEEN WAY · SYOSSET, NY · 11791

Phone

(516) 677-5390

Industry

Other Services (ex. Public Admin)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

2025-07-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2J · 401(k) feature

2K · 401(m) arrangement

Service providers (Schedule C)

Small plans don't disclose service providers

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