Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JEFFREY MARCUS, M.D., MPH, P.A.
EIN 65-0583791Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$7.9M assets
Welfare
0
Participants
20
7301 WEST PALMETTO PARK ROAD, SUITE 108A - BOCA RATON, FL 33433561-368-4115
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.9M assets / 20 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
DR. MARCUS 401(K) PROFIT SHARING PLAN
401k
Assets$5.5M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
DR. MARCUS CASH BALANCE PLAN
CashBalance
Assets$2.5M
Participants9
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 | DR. MARCUS 401(K) PROFIT SHARING PLAN | 401k | $5.5M | 11 | 2025 | |
| 002 | DR. MARCUS CASH BALANCE PLAN | CashBalance | $2.5M | 9 | 2025 |
Retirement plans