Defined-contribution retirement plan · David Marcus' Marcus & Company Profit Sharing Plan held $615K in plan assets for 3 participants in 2024.
Signals · 2
Late filing · 3.0 moHigh average account balance
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$615K
Net assets (EOY)
$615K
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
88
Total plan cost
n/a
Plan health
87
Vendor & structure
100
Knocking points off
Filed 3.0 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DAVID MARCUS.
