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  2. JEFF MARX, LLC
Sponsor portfolio

JEFF MARX, LLC

EIN 27-0281969-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
2
Retirement
2
$10.8M assets
Welfare
0
Participants
6
3160 N. 35TH STREET - HOLLYWOOD, FL 33021954-989-0505
Plans on this EIN
2 filings
#002401k-$6.2M - 3 part#001TraditionalDB-$4.6M - 3 part

Retirement portfolio analytics

2 plans aggregated / $10.8M assets / 6 participants

Assets by plan

Share of aggregate retirement assets

57%top
  • MARX, LLC 401(K) (#002)57%
  • DEFINED BENEFIT PLAN (#001)43%
Total $10.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • MARX, LLC 401(K) (#002)3
  • DEFINED BENEFIT PLAN (#001)3
Total 6Click 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#002

JEFF MARX, LLC 401(K) PLAN

401k

Assets$6.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JEFF MARX, LLC DEFINED BENEFIT PLAN

TraditionalDB

Assets$4.6M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002JEFF MARX, LLC 401(K) PLAN401k$6.2M32024
001JEFF MARX, LLC DEFINED BENEFIT PLANTraditionalDB$4.6M32024
Retirement plans
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