How big is Marcus J. Madrid, Inc.'s plan?

Marcus J. Madrid, Inc.'s plan reported $1.1M in assets and 15 participants for 2024.

Original filing (PDF)20250603123217NAL0007604403003

Marcus J. Madrid, Inc.

Name: Marcus J. Madrid, Inc. — Marcus J. Madrid, Inc., Form 5500 (2024)
Creator: Marcus J. Madrid, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marcus J. Madrid, Inc. 401(k) Plan

401(k) retirement plan · Marcus J. Madrid, Inc.'s Marcus J. Madrid, Inc. 401(k) Plan held $1.1M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Marcus J. Madrid, Inc.'s EIN is 34-2005937.

EIN 34-2005937

Plan number 001

Plan year 2024

ACK ID 20250603123217NAL0007604403003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marcus J. Madrid, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marcus J. Madrid, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MARCUS J. MADRID, INC.

EIN

all filings

Address

85 FRONT STREET · DANVILLE, CA · 94526

Phone

(925) 820-2090

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator