How big is Macmillan Scholz & Marks, LLC's plan?

Macmillan Scholz & Marks, LLC's plan reported $7.4M in assets and 18 participants for 2024.

Original filing (PDF)20250710154042NAL0015437314001

Macmillan Scholz & Marks, LLC

Name: Macmillan Scholz & Marks, LLC — Macmillan Scholz &, Form 5500 (2024)
Creator: Macmillan Scholz & Marks, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Macmillan Scholz & Marks 401(k) Profit Sharing Plan

401(k) retirement plan · Macmillan Scholz & Marks, LLC's Macmillan Scholz & Marks 401(k) Profit Sharing Plan held $7.4M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.4M

Net assets (EOY)

$7.4M

Plan identifiers

Macmillan Scholz & Marks, LLC's EIN is 87-4345748.

EIN 87-4345748

Plan number 002

Plan year 2024

ACK ID 20250710154042NAL0015437314001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Macmillan Scholz & Marks, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Macmillan Scholz & Marks, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MACMILLAN SCHOLZ & MARKS, LLC.

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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