How big is Marathon Financial Group, LLC's plan?

Marathon Financial Group, LLC's plan reported $1.7M in assets and 2 participants for 2023.

Original filing (PDF)20240620124121NAL0000866947001

Marathon Financial Group, LLC

Name: Marathon Financial Group, LLC — Marathon Financial, Form 5500 (2023)
Creator: Marathon Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marathon Financial Group, LLC 401(k) Plan

401(k) retirement plan · Marathon Financial Group, LLC's Marathon Financial Group, LLC 401(k) Plan held $1.7M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Marathon Financial Group, LLC's EIN is 20-2312496.

EIN 20-2312496

Plan number 001

Plan year 2023

ACK ID 20240620124121NAL0000866947001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Marathon Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Marathon Financial Group, LLC's plan includes 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 MARATHON FINANCIAL 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