How big is The Markesbery & Richardson Co., LPA's plan?

The Markesbery & Richardson Co., LPA's plan reported $2.0M in assets and 17 participants for 2024.

Original filing (PDF)20250716110810NAL0003051441001

The Markesbery & Richardson Co., LPA

Name: The Markesbery & Richardson Co., LPA — The Markesber, Form 5500 (2024)
Creator: The Markesbery & Richardson Co., LPA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Markesbery & Richardson 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · The Markesbery & Richardson Co., LPA's The Markesbery & Richardson 401(k) Profit Sharing Plan and Trust held $2.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

The Markesbery & Richardson Co., LPA's EIN is 31-1256938.

EIN 31-1256938

Plan number 002

Plan year 2024

ACK ID 20250716110810NAL0003051441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Markesbery & Richardson Co., LPA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Markesbery & Richardson Co., LPA's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MARKESBERY & RICHARDSON CO., LPA.

Finding similar companies…

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