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  2. MARRAKECH, INC.
Sponsor portfolio

MARRAKECH, INC.

EIN 23-7148533-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$13.3M assets
Welfare
1
$2.6M premiums
Participants
1,270
6 LUNAR DRIVE - WOODBRIDGE, CT 06525203-389-2970marocco-tour.comLinkedIn501-1000 employeesindividual & family services
Plans on this EIN
3 filings
#001401k-$12.8M - 830 part#002403b-$473K - 8 part#502Fully Insured-$2.6M - 432 lives

Retirement portfolio analytics

2 plans aggregated / $13.3M assets / 838 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#001)96%
  • MARRAKECH, INC. 403(B) (#002)4%
Total $13.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
96%top
  • ASCENSUS LLC96%
  • (Not disclosed)4%
Total $13.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)830
  • MARRAKECH, INC. 403(B) (#002)8
Total 838Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 432 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Dental$2.6M
  • Vision$2.6M
  • Life$23K
  • Other$23K
Total $2.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • AETNA LIFE INSURANCE COMPANY99%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA1%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HP PLANNING LLC100%
Total $12K1 slice

Plan deep-dives

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

MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN

401k

Assets$12.8M
Participants830
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARRAKECH, INC. 403(B) PLAN

403b

Assets$473K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MARRAKECH, INC. WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives432
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARRAKECH, INC 401(K) AND PROFIT SHARING PLAN401k$12.8M8302025
002MARRAKECH, INC. 403(B) PLAN403b$473K82025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MARRAKECH, INC. WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.6M4322025
Retirement plans
Welfare plans
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