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  2. R. MARKEY & SONS, INC.
Sponsor portfolio

R. MARKEY & SONS, INC.

EIN 20-2255808-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$24.8M assets
Welfare
0
Participants
192
5 HANOVER SQUARE, 23RD FLOOR - NEW YORK, NY 100042614212-482-8600
Plans on this EIN
2 filings
#001TraditionalDB-$16.2M - 85 part#002401k-$8.6M - 107 part

Retirement portfolio analytics

2 plans aggregated / $24.8M assets / 192 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • SONS, INC. PENSION (#001)65%
  • SONS, INC. 401(K) (#002)35%
Total $24.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SONS, INC. 401(K) (#002)107
  • SONS, INC. PENSION (#001)85
Total 192Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

R. MARKEY & SONS, INC. PENSION PLAN

TraditionalDB

Assets$16.2M
Participants85
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

R. MARKEY & SONS, INC. 401(K) PLAN

401k

Assets$8.6M
Participants107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001R. MARKEY & SONS, INC. PENSION PLANTraditionalDB$16.2M852024
002R. MARKEY & SONS, INC. 401(K) PLAN401k$8.6M1072025
Retirement plans
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