How big is JEFF MARX, LLC's plan?

JEFF MARX, LLC's plan reported $6.2M in assets and 3 participants for 2024.

Original filing (PDF)20250530113834NAL0015444368001

JEFF MARX, LLC

Name: JEFF MARX, LLC — JEFF MARX, LLC 401(k) Plan, Form 5500 (2024)
Creator: JEFF MARX, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

JEFF MARX, LLC 401(k) Plan

401(k) retirement plan · JEFF MARX, LLC's JEFF MARX, LLC 401(k) Plan held $6.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.2M

Net assets (EOY)

$6.2M

Plan identifiers

JEFF MARX, LLC's EIN is 27-0281969.

EIN 27-0281969

Plan number 002

Plan year 2024

ACK ID 20250530113834NAL0015444368001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for JEFF MARX, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

JEFF MARX, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Plan sponsor

Name

JEFF MARX, LLC

EIN

all filings

Address

3160 N. 35TH STREET · HOLLYWOOD, FL · 33021

Phone

(954) 989-0505

Industry

Arts, Entertainment, Recreation

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-30

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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