How big is Marathon Mortgage Services, Inc.'s plan?

Marathon Mortgage Services, Inc.'s plan reported $1.7M in assets and 6 participants for 2024.

Original filing (PDF)20251015085932NAL0002052403001

Marathon Mortgage Services, Inc.

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

Form 5500-SF

FILING_RECEIVED

Marathon Mortgage Services, Inc. 401(k) Plan

401(k) retirement plan · Marathon Mortgage Services, Inc.'s Marathon Mortgage Services, Inc. 401(k) Plan held $1.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Marathon Mortgage Services, Inc.'s EIN is 23-2860813.

EIN 23-2860813

Plan number 001

Plan year 2024

ACK ID 20251015085932NAL0002052403001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marathon Mortgage Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marathon Mortgage Services, Inc.'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 MORTGAGE SERVICES, INC..

Finding similar companies…

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

Plan sponsor

Name

MARATHON MORTGAGE SERVICES, INC.

EIN

all filings

Address

926 BETHLEHEM PIKE · ERDENHEIM, PA · 19038

Phone

(215) 836-0900

Industry

Finance & Insurance

Plan administrator