How big is Mariaca Wealth Management's plan?

Mariaca Wealth Management's plan reported $714K in assets and 5 participants for 2024.

Original filing (PDF)20250722120017NAL0005940210001

Mariaca Wealth Management

Name: Mariaca Wealth Management — MWM Retirement Plan, Form 5500 (2024)
Creator: Mariaca Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWM Retirement Plan

401(k) retirement plan · Mariaca Wealth Management's MWM Retirement Plan held $714K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$714K

Net assets (EOY)

$714K

People on this filing

Andrea Mariaca signed Mariaca Wealth Management's 2024 Form 5500 as plan administrator.

Andrea Mariaca — 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

Mariaca Wealth Management's EIN is 45-5014027.

EIN 45-5014027

Plan number 001

Plan year 2024

ACK ID 20250722120017NAL0005940210001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mariaca Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mariaca Wealth Management'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 MARIACA WEALTH MANAGEMENT.

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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 (96th percentile).

Plan sponsor

Name

MARIACA WEALTH MANAGEMENT

EIN

all filings

Address

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

Phone

(561) 650-8061

Industry

Finance & Insurance

Plan administrator