How big is Marks Baughan Securities, LLC's plan?

Marks Baughan Securities, LLC's plan reported $9.9M in assets and 15 participants for 2025.

Original filing (PDF)20260403063227NAL0003221601001

Marks Baughan Securities, LLC

Name: Marks Baughan Securities, LLC — Marks Baughan, Form 5500 (2025)
Creator: Marks Baughan Securities, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marks Baughan Securities, LLC Profit Sharing 401(k) Plan

401(k) retirement plan · Marks Baughan Securities, LLC's Marks Baughan Securities, LLC Profit Sharing 401(k) Plan held $9.9M in plan assets for 15 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.9M

Net assets (EOY)

$9.9M

Plan identifiers

Marks Baughan Securities, LLC's EIN is 20-0855859.

EIN 20-0855859

Plan number 001

Plan year 2025

ACK ID 20260403063227NAL0003221601001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Marks Baughan Securities, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Marks Baughan Securities, 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 MARKS BAUGHAN SECURITIES, 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