How big is Marathon Financial Services Inc.'s plan?

Marathon Financial Services Inc.'s plan reported $568K in assets and 5 participants for 2024.

Original filing (PDF)20250812183827NAL0023598402001

Marathon Financial Services Inc.

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

Form 5500-SF

FILING_RECEIVED

Marathon Financial Services 401(k) Plan

401(k) retirement plan · Marathon Financial Services Inc.'s Marathon Financial Services 401(k) Plan held $568K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$568K

Net assets (EOY)

$568K

Plan identifiers

Marathon Financial Services Inc.'s EIN is 26-4784946.

EIN 26-4784946

Plan number 001

Plan year 2024

ACK ID 20250812183827NAL0023598402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marathon Financial Services Inc.'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 MARATHON FINANCIAL SERVICES INC..

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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