· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MELVIN MARK BROKERAGE COMPANY — MELVIN MARK BROKERAGE COMPANY RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250725142451NAL0003498339001
MELVIN MARK BROKERAGE COMPANY
Form 5500-SF
FILING_RECEIVED
MELVIN MARK BROKERAGE COMPANY RETIREMENT PLAN
401(k) retirement plan
Active participants
39
Accounts w/ balance
75
Plan assets (EOY)
$8.1M
Net assets (EOY)
$8.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MELVIN MARK BROKERAGE COMPANY
.
Find decision makers
Plan sponsor
Name
MELVIN MARK BROKERAGE COMPANY
EIN
93-0796870
Address
111 SW COLUMBIA ST STE 1380 · PORTLAND, OR · 972015845
Phone
(503) 223-4777
Industry
Real Estate
see all
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
2025-07-25
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Real Estate plans
BIGGINS LACY SHAPIRO & COMPANY LLC
BIGGINS LACY SHAPIRO & COMPANY LLC 401(K) PROFIT SHARING PLAN
$8.1M · 13 participants
MATSUSHITA INTERNATIONAL CORPORATION
MATSUSHITA INT'L CORP. AND ITS SUBSIDIARIES/AFFILIATES 401(K) PLAN
$8.1M · 61 participants
BRUTGER EQUITIES, INC.
BRUTGER EQUITIES, INC. EMPLOYEE SAVINGS PLAN
$8.1M · 129 participants
GROSSMAN COMPANY PROPERTIES, INC.
GROSSMAN COMPANY PROPERTIES SAVINGS & RETIREMENT PLAN
$8.1M · 36 participants
FOCUS DEVELOPMENT, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
FOCUS DEVELOPMENT, INC. 401(K) PROFIT SHARING PLAN & TRUST
$8.0M · 32 participants
MONTGOMERY HOUSING PARTNERSHIP, INC.
MONTGOMERY HOUSING PARTNERSHIP DEFINED CONTRIBUTION PLAN
$8.0M · 32 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B
