How big is Marger Stuart LLC's plan?

Marger Stuart LLC's plan reported $249K in assets and 2 participants for 2024.

Original filing (PDF)20250715114251NAL0004548402001

Marger Stuart LLC

Name: Marger Stuart LLC — Marger Stuart LLC 401(k) Profit, Form 5500 (2024)
Creator: Marger Stuart LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marger Stuart LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Marger Stuart LLC's Marger Stuart LLC 401(k) Profit Sharing Plan & Trust held $249K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Cortney Stuart Potts signed Marger Stuart LLC's 2024 Form 5500 as plan administrator.

Cortney Stuart Potts — 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

Marger Stuart LLC's EIN is 38-4052451.

EIN 38-4052451

Plan number 001

Plan year 2024

ACK ID 20250715114251NAL0004548402001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marger Stuart LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGER STUART 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 (89th percentile).

Plan sponsor

Name

MARGER STUART LLC

EIN

all filings

Address

44 N MAIN ST · JASPER, GA · 301431501

Phone

(706) 253-3060

Industry

Other Services (ex. Public Admin)

Plan administrator