How big is LISS & Marion, P.C.'s plan?

LISS & Marion, P.C.'s plan reported $10.8M in assets and 10 participants for 2024.

Original filing (PDF)20250424144953NAL0012470720001

LISS & Marion, P.C.

Name: LISS & Marion, P.C. — LISS & Marion, P.C. Profit, Form 5500 (2024)
Creator: LISS & Marion, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LISS & Marion, P.C. Profit Sharing Plan

401(k) retirement plan · LISS & Marion, P.C.'s LISS & Marion, P.C. Profit Sharing Plan held $10.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.8M

Net assets (EOY)

$10.8M

People on this filing

Patricia Burke signed LISS & Marion, P.C.'s 2024 Form 5500 as plan administrator.

Patricia Burke — 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

LISS & Marion, P.C.'s EIN is 23-2800848.

EIN 23-2800848

Plan number 001

Plan year 2024

ACK ID 20250424144953NAL0012470720001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LISS & Marion, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LISS & Marion, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LISS & MARION, P.C..

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

Plan sponsor

Name

LISS & MARION, P.C.

EIN

all filings

Address

1845 WALNUT STREET · 15TH FLOOR · PHILADELPHIA, PA · 19103

Phone

(215) 665-1500

Industry

Information / Tech / Media

Plan administrator