Original filing (PDF)20251010125521NAL0018010642001

JOHN & MARY R. MARKLE FOUNDATION

Name: JOHN & MARY R. MARKLE FOUNDATION — JOHN & MARY R. MARKLE FOUNDATION RETIREMENT PLAN, Form 5500 (2024)
Creator: JOHN & MARY R. MARKLE FOUNDATION

Form 5500-SF

FILING_RECEIVED

JOHN & MARY R. MARKLE FOUNDATION RETIREMENT PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.3M

Net assets (EOY)

$13.3M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHN & MARY R. MARKLE FOUNDATION.

Plan sponsor

Name

JOHN & MARY R. MARKLE FOUNDATION

EIN

13-1770307

Address

1270 6TH AVENUE 12TH FLOOR · NEW YORK, NY · 100201725

Phone

(212) 713-7600

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

2025-10-10

Pension benefit codes

2C · Money purchase (other than target benefit)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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