How big is The Margolis Team, Inc.'s plan?

The Margolis Team, Inc.'s plan reported $532K in assets and 1 participants for 2024.

Original filing (PDF)20250712050936NAL0004625667001

The Margolis Team, Inc.

Name: The Margolis Team, Inc. — The Margolis Team, Inc., Form 5500 (2024)
Creator: The Margolis Team, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Margolis Team, Inc. 401(k) Plan

401(k) retirement plan · The Margolis Team, Inc.'s The Margolis Team, Inc. 401(k) Plan held $532K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$532K

Net assets (EOY)

$532K

People on this filing

Brian Margolis signed The Margolis Team, Inc.'s 2024 Form 5500 as plan administrator.

Brian Margolis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Margolis Team, Inc.'s EIN is 20-2068364.

EIN 20-2068364

Plan number 001

Plan year 2024

ACK ID 20250712050936NAL0004625667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Margolis Team, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Margolis Team, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

THE MARGOLIS TEAM, INC.

EIN

all filings

Address

4770 BASELINE ROAD · SUITE 200 · BOULDER, CO · 80303

Phone

(720) 352-0454

Industry

Real Estate

Plan administrator