· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARKOVITS, STOCK & DE MARCO, LLC — MARKOVITS, STOCK & DE MARCO, LLC DEFINED BENEFIT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250819153624NAL0001231123002
MARKOVITS, STOCK & DE MARCO, LLC
Form 5500-SF
FILING_RECEIVED
MARKOVITS, STOCK & DE MARCO, LLC DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
10
Accounts w/ balance
—
Plan assets (EOY)
$3.9M
Net assets (EOY)
$3.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARKOVITS, STOCK & DE MARCO, LLC
.
Find decision makers
Plan sponsor
Name
MARKOVITS, STOCK & DE MARCO, LLC
EIN
32-0383382
Address
119 EAST COURT STREET · SUITE 530 · CINCINNATI, OH · 45202
Phone
(513) 582-2787
Industry
Law Offices
· Professional & Technical Services
see all
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
2025-08-19
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
WILLIAM T. JUNK
MLPF & S CUST FPO RETIREMENT PLAN FOR SELF EMPLOYED INDIVIDUALS
$3.9M · 1 participants
LOW MCKINLEY & SALENKO LLP
LOW MCKINLEY & SALENKO LLP 401K PROFIT SHARING PLAN
$3.9M · 19 participants
BRUNING LAW GROUP, LLC
BRUNING LAW GROUP 401(K) RETIREMENT PLAN
$3.9M · 11 participants
MCPHARLIN SPRINKLES & THOMAS LLP
MCPHARLIN SPRINKLES & THOMAS LLP 401K PROFIT SHARING PLAN
$3.9M · 7 participants
KREDER BROOKS HAILSTONE LLP
KREDER BROOKS HAILSTONE LLP 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$3.9M · 9 participants
FABIAN MAY & ANDERSON, PLLP
FABIAN MAY ANDERSON 401(K) PROFIT SHARING PLAN
$3.9M · 9 participants
Large plans in Ohio
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GENERAL ELECTRIC PENSION TRUST
$24.9B
THE PROCTER & GAMBLE COMPANY
PROCTER & GAMBLE PROFIT SHARING TRUST & EMPLOYEE STOCK OWNERSHIP PLAN
$22.0B · 35,178 participants
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION TRUST
$19.1B
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACE
GE AEROSPACE PENSION PLAN
$19.0B · 8,887 participants
GENERAL ELECTRIC COMPANY
GE AEROSPACE RETIREMENT SAVINGS PLAN
$14.7B · 29,163 participants
THE KROGER CO.
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
$11.8B · 380,891 participants
