How big is Todd Markman's plan?

Todd Markman's plan reported $1.8M in assets and 11 participants for 2024.

Original filing (PDF)20250424150059NAL0016716498001

Todd Markman

Name: Todd Markman — Todd Markman 401(k) Plan, Form 5500 (2024)
Creator: Todd Markman
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Todd Markman 401(k) Plan

401(k) retirement plan · Todd Markman's Todd Markman 401(k) Plan held $1.8M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Todd Markman signed Todd Markman's 2024 Form 5500 as plan administrator.

Todd Markman — 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

Todd Markman's EIN is 81-2451647.

EIN 81-2451647

Plan number 001

Plan year 2024

ACK ID 20250424150059NAL0016716498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Todd Markman's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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.

Plan sponsor

Name

TODD MARKMAN

EIN

all filings

Address

809 RIDGE ROAD · WILMETTE, IL · 60091

Phone

(847) 256-8633

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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