How big is Marzolf Investment Group, LLC's plan?

Marzolf Investment Group, LLC's plan reported $643K in assets and 3 participants for 2025.

Original filing (PDF)20260426093638NAL0004182035001

Marzolf Investment Group, LLC

Name: Marzolf Investment Group, LLC — Marzolf Investment, Form 5500 (2025)
Creator: Marzolf Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marzolf Investment Group, LLC 401(k) Plan

401(k) retirement plan · Marzolf Investment Group, LLC's Marzolf Investment Group, LLC 401(k) Plan held $643K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$643K

Net assets (EOY)

$643K

People on this filing

Jeffrey Marzolf signed Marzolf Investment Group, LLC's 2025 Form 5500 as plan administrator.

Jeffrey Marzolf — 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

Marzolf Investment Group, LLC's EIN is 20-0716193.

EIN 20-0716193

Plan number 001

Plan year 2025

ACK ID 20260426093638NAL0004182035001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Marzolf Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Marzolf Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARZOLF INVESTMENT GROUP, 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 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 average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MARZOLF INVESTMENT GROUP, LLC

EIN

all filings

Address

412 N. CEDAR BLUFF RD. · SUITE 101 · KNOXVILLE, TN · 37923

Phone

(865) 670-4732

Industry

Finance & Insurance

Plan administrator