Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MAKROD INVESTMENT ASSOCIATES INC.
EIN 22-2034385financial servicesLatest filing 2025
Plans
2
Retirement
2
$12.5M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.5M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MAKROD INVESTMENT ASSOCIATES INC. PENSION PLAN
TraditionalDB
Assets$8.5M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MAKROD INVESTMENT ASSOCIATES INC. PROFIT SHARING PLAN
ProfitSharing
Assets$3.9M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAKROD INVESTMENT ASSOCIATES INC. PENSION PLAN | TraditionalDB | $8.5M | 4 | 2025 | |
| 003 | MAKROD INVESTMENT ASSOCIATES INC. PROFIT SHARING PLAN | ProfitSharing | $3.9M | 4 | 2025 |
Retirement plans