How big is Margolis Company's plan?

Margolis Company's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20251015112524NAL0009319986001

Margolis Company

Name: Margolis Company — Margolis Company 401(k) Profit, Form 5500 (2024)
Creator: Margolis Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margolis Company 401(k) Profit Sharing Plan

401(k) retirement plan · Margolis Company's Margolis Company 401(k) Profit Sharing Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Margolis Company's EIN is 41-0662175.

EIN 41-0662175

Plan number 002

Plan year 2024

ACK ID 20251015112524NAL0009319986001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Margolis Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Margolis Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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