How big is Martinelli Financial Services' plan?

Martinelli Financial Services' plan reported $2.7M in assets and 2 participants for 2024.

Original filing (PDF)20250724221410NAL0015194626001

Martinelli Financial Services

Name: Martinelli Financial Services — Martinelli Financial, Form 5500 (2024)
Creator: Martinelli Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Martinelli Financial Services Profit Sharing Plan

Defined-contribution retirement plan · Martinelli Financial Services' Martinelli Financial Services Profit Sharing Plan held $2.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Martinelli Financial Services' EIN is 23-2509173.

EIN 23-2509173

Plan number 001

Plan year 2024

ACK ID 20250724221410NAL0015194626001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Martinelli Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Martinelli Financial Services' plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARTINELLI FINANCIAL SERVICES.

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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 (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

MARTINELLI FINANCIAL SERVICES

EIN

all filings

Address

1101 FAYETTE STREET · CONSHOHOCKEN, PA · 19428

Phone

(610) 238-9900

Industry

Finance & Insurance

Plan administrator