How big is Marden Dubord Bernier & Stevens' plan?

Marden Dubord Bernier & Stevens' plan reported $4.5M in assets and 4 participants for 2024.

Original filing (PDF)20251001171723NAL0021316146001

Marden Dubord Bernier & Stevens

Name: Marden Dubord Bernier & Stevens — Marden Dubord, Form 5500 (2024)
Creator: Marden Dubord Bernier & Stevens
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marden Dubord Bernier & Stevens P.A., LLC Retirement Plan

401(k) retirement plan · Marden Dubord Bernier & Stevens' Marden Dubord Bernier & Stevens P.A., LLC Retirement Plan held $4.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Rob Marden signed Marden Dubord Bernier & Stevens' 2024 Form 5500 as plan administrator.

Rob Marden — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marden Dubord Bernier & Stevens' EIN is 01-0269744.

EIN 01-0269744

Plan number 001

Plan year 2024

ACK ID 20251001171723NAL0021316146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marden Dubord Bernier & Stevens from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marden Dubord Bernier & Stevens' plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARDEN DUBORD BERNIER & STEVENS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MARDEN DUBORD BERNIER & STEVENS

EIN

all filings

Address

44 ELM ST · WATERVILLE, ME · 04901

Phone

(207) 873-0186

Industry

Law Offices· Professional & Technical Services

Plan administrator