How big is Markowitz Herbold PC's plan?

Markowitz Herbold PC's plan reported $30.8M in assets and 71 participants for 2024.

Original filing (PDF)20251014112512NAL0002748513001

Markowitz Herbold PC

Name: Markowitz Herbold PC — 401(k) EE SVGS PL of, Form 5500 (2024)
Creator: Markowitz Herbold PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) EE SVGS PL of Markowitz Herbold

401(k) retirement plan · Markowitz Herbold PC's 401(k) EE SVGS PL of Markowitz Herbold held $30.8M in plan assets for 71 participants in 2024.

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

People on this filing

Marie Porter signed Markowitz Herbold PC's 2024 Form 5500 as plan administrator.

Marie Porter — 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

Markowitz Herbold PC's EIN is 93-0897458.

EIN 93-0897458

Plan number 001

Plan year 2024

ACK ID 20251014112512NAL0002748513001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (87th percentile).

Plan sponsor

Name

MARKOWITZ HERBOLD PC

EIN

all filings

Address

1455 SW BROADWAY AVENUE · SUITE 1900 · PORTLAND, OR · 97201

Phone

(503) 295-3085

Industry

Law Offices· Professional & Technical Services

Plan administrator