Original filing (PDF)20251014112512NAL0002748513001

MARKOWITZ HERBOLD PC

Name: MARKOWITZ HERBOLD PC — 401(K) EE SVGS PL OF MARKOWITZ HERBOLD, Form 5500 (2024)
Creator: MARKOWITZ HERBOLD PC

Form 5500-SF

FILING_RECEIVED

401(K) EE SVGS PL OF MARKOWITZ HERBOLD

401(k) retirement plan

Active participants

Accounts w/ balance

116

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARKOWITZ HERBOLD PC.

Plan sponsor

Name

MARKOWITZ HERBOLD PC

EIN

93-0897458

Address

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

Phone

(503) 295-3085

Industry

Law Offices· Professional & Technical Servicessee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

BRADLEY & RILEY PC

BRADLEY & RILEY PC 401K PROFIT SHARING PLAN

$30.8M · 62 participants

FITZPATRICK LENTZ & BUBBA, P.C.

FITZPATRICK LENTZ & BUBBA, P.C. EMPLOYEE 401(K) PROFIT SHARING P

$30.8M · 96 participants

MILBER, MAKRIS, PLOUSADIS & SEIDEN LLP

MILBER, MAKRIS, PLOUSADIS & SEIDEN 401(K) PLAN

$30.9M · 280 participants

KURZMAN EISENBERG CORBIN & LEVER LLP

KURZMAN EISENBERG CORBIN & LEVER LLP PROFIT SHARING 401(K) PLAN

$30.8M · 60 participants

O'MEARA WAGNER, P.A.