How big is Howard Marks' plan?

Howard Marks' plan reported $1.4M in assets and 24 participants for 2025.

Original filing (PDF)20260416062753NAL0012276275001

Howard Marks

Name: Howard Marks — Marks Household 401(k) Plan, Form 5500 (2025)
Creator: Howard Marks
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marks Household 401(k) Plan

401(k) retirement plan · Howard Marks' Marks Household 401(k) Plan held $1.4M in plan assets for 24 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

James Glynn signed Howard Marks' 2025 Form 5500 as plan administrator.

James Glynn — 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

Howard Marks' EIN is 22-2667655.

EIN 22-2667655

Plan number 001

Plan year 2025

ACK ID 20260416062753NAL0012276275001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Howard Marks from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Howard Marks' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

HOWARD MARKS

EIN

all filings

Address

408 W 14TH ST., 4TH FL · NEW YORK, NY · 10014

Phone

(646) 961-8280

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-16

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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