Original filing (PDF)20251009103432NAL0003822243001

LAW OFFICES OF H. JEFFREY MARCUS, P.C.

Name: LAW OFFICES OF H. JEFFREY MARCUS, P.C. — LAW OFFICES OF H. JEFFREY MARCUS PC 401K PLAN, Form 5500 (2024)
Creator: LAW OFFICES OF H. JEFFREY MARCUS, P.C.

Form 5500-SF

FILING_RECEIVED

LAW OFFICES OF H. JEFFREY MARCUS PC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAW OFFICES OF H. JEFFREY MARCUS, P.C..

Plan sponsor

Name

LAW OFFICES OF H. JEFFREY MARCUS, P.C.

EIN

26-2173111

Address

19 LIMESTONE DRIVE · SUITE 3 · WILLIAMSVILLE, NY · 14221

Phone

(716) 634-2753

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

FALES & FALES, P.A.

FALES & FALES, PA 401(K) RETIREMENT PLAN

$1.8M · 3 participants

DRAPER LAW FIRM, P.L.

DRAPER LAW FIRM 401(K) PLAN & TRUST

$1.8M · 2 participants

LAW OFFICES OF ALYSIA R. BAKER, PC

LAW OFFICES OF ALYSIA R. BAKER, PC 401K PROFIT SHARING PLAN & TRUST

$1.8M · 2 participants

STEIN & WARD, LLP

STEIN & WARD, LLP PROFIT SHARING PLAN

$1.8M · 10 participants

HOFF BARRY, P.A.

HOFF BARRY, P.A. 401(K) PLAN

$1.8M · 5 participants