Original filing (PDF)20251008114539NAL0013632178001

MARKHAM ROBERTS, INC.

Name: MARKHAM ROBERTS, INC. — MARKHAM ROBERTS, INC. INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: MARKHAM ROBERTS, INC.

Form 5500-SF

FILING_RECEIVED

MARKHAM ROBERTS, INC. INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$732K

Net assets (EOY)

$732K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MARKHAM ROBERTS, INC.

EIN

13-4171206all filings

Address

155A EAST 71ST STREET · NEW YORK, NY · 10021

Phone

(212) 288-6090

Industry