Assets by plan
Share of aggregate retirement assets
62%top
Sponsor portfolio
MARLA GORDON, LTD.
EIN 36-3752585Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
14
5750 OLD ORCHARD RD., SUITE 120 - SKOKIE, IL 60077847-470-0652
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 14 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#002
MARLA GORDON, LTD. 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARLA GORDON, LTD. DEFINED BENEFIT PENSION PLAN & TRUST
CashBalance
Assets$803K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARLA GORDON, LTD. 401(K) PROFIT SHARING PLAN & TRUST | 401k | $1.3M | 7 | 2024 | |
| 001 | MARLA GORDON, LTD. DEFINED BENEFIT PENSION PLAN & TRUST | CashBalance | $803K | 7 | 2024 |
Retirement plans