Back to filter
Original filing (PDF)20251015113850NAL0002339571001
MARLA GORDON, LTD.
Form 5500-SF
FILING_RECEIVED
MARLA GORDON, LTD. 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
7
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARLA GORDON, LTD..
Plan sponsor
Name
MARLA GORDON, LTD.
EIN
36-3752585
Address
2652 N DAYTON STREET · CHICAGO, IL · 60614
Phone
(847) 470-0652
Industry
CPA Offices· Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2R · Participant-directed brokerage (SDBA)
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 providersRelated plans
Similar-size CPA Offices plans
D'HUYVETTER & SWICHKOW, P.C.
D'HUYVETTER & SWICHKOW, P.C. PROFIT SHARING PLAN
$1.3M · 6 participants
STABLE ROCK SERVICES, LLC
STABLE ROCK SERVICES, LLC 401(K) PROFIT SHARING PLAN
$1.3M · 24 participants
SANDERS WALSH & EATON CPAS LLC
SANDERS WALSH & EATON 401 K PLAN
$1.3M · 28 participants
CHRISTAKOS & CO PC
CHRISTAKOS & CO PC 401(K) PROFIT SHARING PLAN & TRUST
$1.3M · 4 participants
RONALD H. SCHERR, CPA, LLC
RONALD H SCHERR, CPA, LLC 401(K) PLAN
$1.3M · 3 participants
ROBERT J. KRATZ & CO.
ROBERT J. KRATZ & CO. 401(K) PLAN
$1.3M · 9 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B