Original filing (PDF)20240618091536NAL0005331698001

MARGELLA, LLC

Name: MARGELLA, LLC — MARGELLA, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MARGELLA, LLC

Form 5500-SF

FILING_RECEIVED

MARGELLA, LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARGELLA, LLC.

Plan sponsor

Name

MARGELLA, LLC

EIN

26-4252737

Address

1650 AMERICAN EAGLE DRIVE · SLINGER, WI · 53086

Phone

(262) 644-9204

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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