How big is Stifel Marcin LLC's plan?

Stifel Marcin LLC's plan reported $351K in assets and 5 participants for 2024.

Original filing (PDF)20251008103232NAL0009567824001

Stifel Marcin LLC

Name: Stifel Marcin LLC — Stifel Marcin 401(k) Plan, Form 5500 (2024)
Creator: Stifel Marcin LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stifel Marcin 401(k) Plan

401(k) retirement plan · Stifel Marcin LLC's Stifel Marcin 401(k) Plan held $351K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$351K

Net assets (EOY)

$351K

People on this filing

Andrew Stifel signed Stifel Marcin LLC's 2024 Form 5500 as plan administrator.

Andrew Stifel — 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

Stifel Marcin LLC's EIN is 35-2325489.

EIN 35-2325489

Plan number 001

Plan year 2024

ACK ID 20251008103232NAL0009567824001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stifel Marcin LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stifel Marcin 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 STIFEL MARCIN 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

STIFEL MARCIN LLC

EIN

all filings

Address

PO BOX 1480 · GLASTONBURY, CT · 06033

Phone

(860) 659-0777

Industry

Professional & Technical Services

Plan administrator