How big is Marley Lilly, LLC's plan?

Marley Lilly, LLC's plan reported $2.8M in assets and 137 participants for 2025.

Original filing (PDF)20260217082446NAL0005954881001

Marley Lilly, LLC

Name: Marley Lilly, LLC — Marley Lilly LLC 401(k) Plan, Form 5500 (2025)
Creator: Marley Lilly, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marley Lilly LLC 401(k) Plan

401(k) retirement plan · Marley Lilly, LLC's Marley Lilly LLC 401(k) Plan held $2.8M in plan assets for 137 participants in 2025.

Signals · 1

No auditor on file

Active participants

137

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

DAWN Gilbert signed Marley Lilly, LLC's 2025 Form 5500 as plan administrator.

DAWN Gilbert — Plan Administrator — Form 5500 signer
CHAD Owens — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Marley Lilly, LLC's EIN is 26-3721519.

EIN 26-3721519

Plan number 001

Plan year 2025

ACK ID 20260217082446NAL0005954881001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Marley Lilly, 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 MARLEY LILLY, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).

Helping the score