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TUCKER & MARKS, INC. — TUCKER & MARKS, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250314115631NAL0037295344001
TUCKER & MARKS, INC.
Form 5500-SF
FILING_RECEIVED
TUCKER & MARKS, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
26
Accounts w/ balance
34
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
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
TUCKER & MARKS, INC.
.
Find decision makers
Plan sponsor
Name
TUCKER & MARKS, INC.
EIN
94-3038090
Address
58 MAIDEN LANE, 4TH FLOOR · SAN FRANCISCO, CA · 941085436
Phone
(415) 445-6789
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Name
ADMINISTRATIVE COMMITTEE
EIN
58-2195608
City
SAN FRANCISCO, CA
Phone
(415) 445-6789
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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INDEX CORPORATION
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.
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