Back to filter
Original filing (PDF)20230522133137NAL0008126689001
MARRELLA FINANCIAL GROUP, LLC
Form 5500-SF
FILING_RECEIVED
MARRELLA FINANCIAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
9
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARRELLA FINANCIAL GROUP, LLC.
Plan sponsor
Name
MARRELLA FINANCIAL GROUP, LLC
EIN
23-3069023
Address
1250 BROADCASTING ROAD · #102 · WYOMISSING, PA · 19610
Phone
(610) 655-9700
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-05-22
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
DARTBROOK PARTNERS LLC
DARTBROOK PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.4M · 5 participants
EPG, INCORPORATED
EPG, INC. 401(K) PROFIT SHARING PLAN
$1.4M · 8 participants
MICHAEL P. MCGINLEY & ASSOCIATES
MICHAEL P. MCGINLEY & ASSOCIATES 401(K) RETIREMENT PLAN
$1.4M · 10 participants
FONTANA FINANCIAL PLANNING LLC
FONTANA FINANCIAL PLANNING 401K PLAN
$1.4M · 3 participants
AZZAD ASSET MANAGEMENT, INC.
AZZAD ASSET MANAGEMENT, INC. CASH BALANCE PLAN
$1.4M · 15 participants
SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS
SUSAN SCHWARM DBA WINCHESTER WEALTH ADVISORS CASH BALANCE PLAN
$1.4M · 3 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B