· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARZANO ASSET MANAGEMENT LLC — MARZANO ASSET MANAGEMENT, LLC 401(K), Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710112247NAL0009089344001
MARZANO ASSET MANAGEMENT LLC
Form 5500-SF
FILING_RECEIVED
MARZANO ASSET MANAGEMENT, LLC 401(K)
401(k) retirement plan
Active participants
10
Accounts w/ balance
13
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARZANO ASSET MANAGEMENT LLC
.
Find decision makers
Plan sponsor
Name
MARZANO ASSET MANAGEMENT LLC
EIN
20-3166080
Address
2625 NEUDORF RD STE 400 · CLEMMONS, NC · 270127848
Phone
(336) 766-0464
Industry
Agriculture, Forestry, Fishing, Hunting
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
ONE EARTH FUTURE FOUNDATION
ONE EARTH FUTURE FOUNDATION 401(K) PLAN
$3.0M · 11 participants
GENERAL SERVICE FOUNDATION, INC.
GENERAL SERVICE FOUNDATION, INC. PROFIT SHARING 401(K) PLAN AND TRUST
$3.0M · 4 participants
AMERICAN INDUSTRIAL COMPANY
AMERICAN INDUSTRIAL COMPANY 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 10 participants
METAL MAGIC, INC.
METAL MAGIC, INC. 401(K) PLAN
$3.0M · 46 participants
MARTIN DISTRIBUTING COMPANY, INC.
MARTIN DISTRIBUTING COMPANY, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 23 participants
MIDTOWN SINUS IMAGING, PLLC
MIDTOWN SINUS IMAGING, PLLC 401(K) PLAN
$3.0M · 28 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
