How big is Marathon Strategic Advisors, LLC's plan?

Marathon Strategic Advisors, LLC's plan reported $180K in assets and 3 participants for 2024.

Original filing (PDF)20250710160830NAL0004167699001

Marathon Strategic Advisors, LLC

Name: Marathon Strategic Advisors, LLC — Marathon Strategi, Form 5500 (2024)
Creator: Marathon Strategic Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marathon Strategic Advisors, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Marathon Strategic Advisors, LLC's Marathon Strategic Advisors, LLC Defined Benefit Pension Plan held $180K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

Plan identifiers

Marathon Strategic Advisors, LLC's EIN is 06-1535553.

EIN 06-1535553

Plan number 002

Plan year 2024

ACK ID 20250710160830NAL0004167699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marathon Strategic Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marathon Strategic Advisors, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARATHON STRATEGIC ADVISORS, LLC.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score