Original filing (PDF)20251013142413NAL0003253314002

MARK FOUNDATION

Name: MARK FOUNDATION — MARK FOUNDATION INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: MARK FOUNDATION

Form 5500-SF

FILING_RECEIVED

MARK FOUNDATION INCENTIVE SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$403K

Net assets (EOY)

$403K

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

Decision-maker contacts

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

Plan sponsor

Name

MARK FOUNDATION

EIN

27-3024112

Address

C/O BESSEMER TRUST COMPANY · 300 CRESCENT COURT, SUITE 800 · DALLAS, TX · 75201

Phone

(512) 470-1255

Industry