Original filing (PDF)20250722120017NAL0005940210001

MARIACA WEALTH MANAGEMENT

Name: MARIACA WEALTH MANAGEMENT — MWM RETIREMENT PLAN, Form 5500 (2024)
Creator: MARIACA WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

MWM RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

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 (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARIACA WEALTH MANAGEMENT.

Plan sponsor

Name

MARIACA WEALTH MANAGEMENT

EIN

45-5014027all filings

Address

1200 CORPORATE CENTER WAY · SUITE 204 · WELLINGTON, FL · 33414

Phone

(561) 650-8061

Industry