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  2. Carl Marks & Co., Inc.

Filings through Oct 24, 2026.

Carl Marks & Co., Inc.

EIN 13-3146265-investment management-Latest filing 2025
Plans
1
Retirement
1
$36.5M assets
Health & Benefits
0
Participants
58
900 THIRD AVENUE, SUITE 1400 - NEW YORK, NY 10022212-909-8400carlmarks.comLinkedIn51-200 employeesinvestment management
Plans on this EIN
1 filing
#002401(k)-$36.5M - 58 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#002

CARL MARKS & CO., INC RETIREMENT SAVINGS PLAN

401(k)

Assets$36.5M
Participants58
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CARL MARKS & CO., INC RETIREMENT SAVINGS PLAN401(k)$36.5M582025
  • CARL MARKS & CO., INC RETIREMENT SAVINGS PLAN$36.5M
    #002 · 401(k) · 202558
Retirement plans
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