Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARGIDA & ASSOCIATES, INC.
EIN 11-3689314accountingLatest filing 2025
Plans
3
Retirement
2
$1.8M assets
Welfare
1
Participants
33
3926 CLOCK POINTE TRAIL, STE. 102 - STOW, OH 44224330-926-0023margida-assoc.comLinkedIn1-10 employeesaccounting
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.8M assets / 28 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARGIDA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN
401k
Assets$1.2M
Participants16
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MARGIDA & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$582K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MARGIDA & ASSOC INC CHAMBER BENEFIT ARRANGEMENT PLAN
Self Funded
Premiums$0
Covered lives0
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Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARGIDA & ASSOCIATES, INC. 401K PROFIT SHARING PLAN | 401k | $1.2M | 16 | 2025 | |
| 002 | MARGIDA & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $582K | 12 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MARGIDA & ASSOC INC CHAMBER BENEFIT ARRANGEMENT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans