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  1. Companies/
  2. Marcus Schloss & Co., Inc.

Filings through Oct 24, 2026.

Marcus Schloss & Co., Inc.

EIN 13-5676531-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$10.0M assets
Health & Benefits
0
Participants
4
3652 VOARO WAY - WEST PALM BEACH, FL 33405917-373-0265
Plans on this EIN
1 filing
#001401(k)-$10.0M - 4 part

Plan summaries

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

Retirement#001

MARCUS SCHLOSS & CO., INC. 401(K) PLAN

401(k)

Assets$10.0M
Participants4
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
#001MARCUS SCHLOSS & CO., INC. 401(K) PLAN401(k)$10.0M42025
  • MARCUS SCHLOSS & CO., INC. 401(K) PLAN$10.0M
    #001 · 401(k) · 20254
Retirement plans
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