Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $27.0M assets / 197 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Traditional DB
401(k)
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | R. MARKEY & SONS, INC. PENSION PLAN | Traditional DB | $18.4M | 90 | 2025 |
| #002 | R. MARKEY & SONS, INC. 401(K) PLAN | 401(k) | $8.6M | 107 | 2025 |