How big is Marciano Group, LLC DBA Marciano Wealth Advisors' plan?

Marciano Group, LLC DBA Marciano Wealth Advisors' plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250723115022NAL0004045601001

Marciano Group, LLC DBA Marciano Wealth Advisors

Name: Marciano Group, LLC DBA Marciano Wealth Advisors — Form 5500 Plan 001 (2024)
Creator: Marciano Group, LLC DBA Marciano Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marciano Wealth Advisors 401(k) Plan

401(k) retirement plan · Marciano Group, LLC DBA Marciano Wealth Advisors' Marciano Wealth Advisors 401(k) Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Marciano Group, LLC DBA Marciano Wealth Advisors' EIN is 20-4155433.

EIN 20-4155433

Plan number 001

Plan year 2024

ACK ID 20250723115022NAL0004045601001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marciano Group, LLC DBA Marciano Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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