How big is The Marchese Group LLC's plan?

The Marchese Group LLC's plan reported $525K in assets and 8 participants for 2025.

Original filing (PDF)20260204154816NAL0003684785001

The Marchese Group LLC

Name: The Marchese Group LLC — The Marchese Group LLC, Form 5500 (2025)
Creator: The Marchese Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Marchese Group LLC 401(k) Plan

401(k) retirement plan · The Marchese Group LLC's The Marchese Group LLC 401(k) Plan held $525K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$525K

Net assets (EOY)

$525K

People on this filing

Brian P. Marchese signed The Marchese Group LLC's 2025 Form 5500 as plan administrator.

Brian P. Marchese — 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

The Marchese Group LLC's EIN is 27-1469407.

EIN 27-1469407

Plan number 001

Plan year 2025

ACK ID 20260204154816NAL0003684785001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Marchese Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Marchese Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MARCHESE GROUP 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