How big is Jason D. Marty, LLC's plan?

Jason D. Marty, LLC's plan reported $1.1M in assets and 2 participants for 2024.

Original filing (PDF)20251003103143NAL0001274401001

Jason D. Marty, LLC

Name: Jason D. Marty, LLC — Jason D. Marty, LLC Cash, Form 5500 (2024)
Creator: Jason D. Marty, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jason D. Marty, LLC Cash Balance Plan

Defined-benefit pension plan · Jason D. Marty, LLC's Jason D. Marty, LLC Cash Balance Plan held $1.1M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jason D. Marty signed Jason D. Marty, LLC's 2024 Form 5500 as plan administrator.

Jason D. Marty — 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

Jason D. Marty, LLC's EIN is 27-2520250.

EIN 27-2520250

Plan number 001

Plan year 2024

ACK ID 20251003103143NAL0001274401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Jason D. Marty, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Jason D. Marty, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JASON D. MARTY, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score