How big is Markowitz & Richman's plan?

Markowitz & Richman's plan reported $14.7M in assets and 11 participants for 2025.

Original filing (PDF)20260420212541NAL0000966211001

Markowitz & Richman

Name: Markowitz & Richman — Markowitz & Richman Profit, Form 5500 (2025)
Creator: Markowitz & Richman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Markowitz & Richman Profit Sharing 401(k) Plan

401(k) retirement plan · Markowitz & Richman's Markowitz & Richman Profit Sharing 401(k) Plan held $14.7M in plan assets for 11 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$14.7M

Net assets (EOY)

$14.7M

Plan identifiers

Markowitz & Richman's EIN is 23-2111581.

EIN 23-2111581

Plan number 001

Plan year 2025

ACK ID 20260420212541NAL0000966211001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Markowitz & Richman's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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