How big is Martin Wealth Management, LLC's plan?

Martin Wealth Management, LLC's plan reported $48K in assets and 4 participants for 2025.

Original filing (PDF)20260521085957NAL0002414929001

Martin Wealth Management, LLC

Name: Martin Wealth Management, LLC — Martin Wealth, Form 5500 (2025)
Creator: Martin Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Martin Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Martin Wealth Management, LLC's Martin Wealth Management, LLC 401(k) Plan held $48K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

William Martin signed Martin Wealth Management, LLC's 2025 Form 5500 as plan administrator.

William Martin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Martin Wealth Management, LLC's EIN is 26-2718989.

EIN 26-2718989

Plan number 002

Plan year 2025

ACK ID 20260521085957NAL0002414929001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Martin Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Martin Wealth Management, LLC's 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 MARTIN WEALTH MANAGEMENT, LLC.

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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