Original filing (PDF)20250912091149NAL0000718627001

3 MARK FINANCIAL, INC.

Name: 3 MARK FINANCIAL, INC. — 3 MARK FINANCIAL, INC. SALARY REDUCTION PROFIT SHARING PLAN, Form 5500 (2024)
Creator: 3 MARK FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

3 MARK FINANCIAL, INC. SALARY REDUCTION PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 3 MARK FINANCIAL, INC..

Plan sponsor

Name

3 MARK FINANCIAL, INC.

EIN

84-1367000

Address

1600 HIGHWAY 6 · SUITE 400 · SUGAR LAND, TX · 77478

Phone

(713) 206-5504

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-09-12

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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