How big is Begam Marks & Traulsen PA's plan?

Begam Marks & Traulsen PA's plan reported $180K in assets and 6 participants for 2024.

Original filing (PDF)20250723102345NAL0003940945001

Begam Marks & Traulsen PA

Name: Begam Marks & Traulsen PA — Begam Marks & Traulsen, Form 5500 (2024)
Creator: Begam Marks & Traulsen PA
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Begam Marks & Traulsen PA - 401(k)

401(k) retirement plan · Begam Marks & Traulsen PA's Begam Marks & Traulsen PA - 401(k) held $180K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

People on this filing

Nick Rice signed Begam Marks & Traulsen PA's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Begam Marks & Traulsen PA's EIN is 86-0214810.

EIN 86-0214810

Plan number 001

Plan year 2024

ACK ID 20250723102345NAL0003940945001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Begam Marks & Traulsen PA from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Begam Marks & Traulsen PA'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 BEGAM MARKS & TRAULSEN PA.

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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