Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $21.9M assets / 161 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.
401(k)
Cash balance
Unknown
Self-funded
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | R.H. MARCON, INC. PROFIT SHARING PLAN | 401(k) | $20.3M | 94 | 2025 |
| #003 | R.H. MARCON, INC. CASH BALANCE PLAN | Cash balance | $1.7M | 67 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | R. H. MARCON, INC. DIRECT ADVISORS TRUST | Unknown | - | $0 | 0 | 2024 |
| #510 | WELFARE BENEFIT PLAN FOR THE EMPLOYEES OF R.H. MARCON, INC. | Self-funded | - | $0 | 0 | 2025 |