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Sponsor portfolio

CARL MARKS ADVISORY GROUP, LLC

EIN 13-3973576-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$5.2M assets
Welfare
0
Participants
3
900 THIRD AVENUE, 33RD FLOOR - NEW YORK, NY 100224775212-909-8400
Plans on this EIN
1 filing
#001MoneyPurchase-$5.2M - 3 part

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Retirement#001

CARL MARKS ADVISORY GROUP, LLC RETIREMENT TRUST

MoneyPurchase

Assets$5.2M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARL MARKS ADVISORY GROUP, LLC RETIREMENT TRUSTMoneyPurchase$5.2M32024
Retirement plans
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