Original filing (PDF)20231113073547NAL0006941650001

MARVIN F. POER AND COMPANY

Name: MARVIN F. POER AND COMPANY — MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST, Form 5500 (2022)
Creator: MARVIN F. POER AND COMPANY

Form 5500

FILING_RECEIVED

MARVIN F. POER AND COMPANY CASH OR DEFERRED PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

MARVIN F. POER AND COMPANY

EIN

75-1533973

Address

12720 HILLCREST ROAD · SUITE 900 · DALLAS, TX · 75230

Phone

(972) 770-1100

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-01-31

Filed

2023-11-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$2K	—

Investments

1 pooled fund· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.