How big is Marcus Investments, LLC's plan?

Marcus Investments, LLC's plan reported $5.7M in assets and 71 participants for 2024.

Original filing (PDF)20250620072917NAL0002174787001

Marcus Investments, LLC

Name: Marcus Investments, LLC — Marcus Investments, LLC, Form 5500 (2024)
Creator: Marcus Investments, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marcus Investments, LLC 401(k) Retirement Plan

401(k) retirement plan · Marcus Investments, LLC's Marcus Investments, LLC 401(k) Retirement Plan held $5.7M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.7M

Net assets (EOY)

$5.7M

People on this filing

Chris Meinecke signed Marcus Investments, LLC's 2024 Form 5500 as plan administrator.

Chris Meinecke — 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

Marcus Investments, LLC's EIN is 20-4632365.

EIN 20-4632365

Plan number 001

Plan year 2024

ACK ID 20250620072917NAL0002174787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marcus Investments, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marcus Investments, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARCUS INVESTMENTS, LLC.

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Plan health score

Above-average plan

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

Knocking points off