How big is Erwin & Marcus PC's plan?

Erwin & Marcus PC's plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250424150853NAL0004275155001

Erwin & Marcus PC

Name: Erwin & Marcus PC — Erwin & Marcus PC 401(k) Profit, Form 5500 (2024)
Creator: Erwin & Marcus PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erwin & Marcus PC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Erwin & Marcus PC's Erwin & Marcus PC 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Edward Rojas signed Erwin & Marcus PC's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Erwin & Marcus PC's EIN is 45-4080075.

EIN 45-4080075

Plan number 001

Plan year 2024

ACK ID 20250424150853NAL0004275155001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Erwin & Marcus PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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 (89th percentile).

Plan sponsor

Name

ERWIN & MARCUS PC

EIN

all filings

Address

551 5TH AVE FL 24 · NEW YORK, NY · 101762601

Phone

(212) 682-3366

Industry

Other Services (ex. Public Admin)

Plan administrator