How big is The Marcum Group Ltd.'s plan?

The Marcum Group Ltd.'s plan reported $552K in assets and 9 participants for 2024.

Original filing (PDF)20251013195833NAL0000923971001

The Marcum Group Ltd.

Name: The Marcum Group Ltd. — The Marcum Group Ltd. 401(k), Form 5500 (2024)
Creator: The Marcum Group Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Marcum Group Ltd. 401(k) Plan

401(k) retirement plan · The Marcum Group Ltd.'s The Marcum Group Ltd. 401(k) Plan held $552K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$552K

Net assets (EOY)

$552K

People on this filing

Eric P. Marcum signed The Marcum Group Ltd.'s 2024 Form 5500 as plan administrator.

Eric P. Marcum — 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 Marcum Group Ltd.'s EIN is 20-8224278.

EIN 20-8224278

Plan number 001

Plan year 2024

ACK ID 20251013195833NAL0000923971001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Marcum Group Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Marcum Group Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Finding similar companies…

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