How big is Marrick Wealth, LLC's plan?

Marrick Wealth, LLC's plan reported $389K in assets and 4 participants for 2024.

Original filing (PDF)20250911154045NAL0000308147001

Marrick Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Marrick Wealth, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Marrick Wealth, LLC's Marrick Wealth, LLC 401(k) Profit Sharing Plan held $389K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$389K

Net assets (EOY)

$389K

People on this filing

Martin McNamara signed Marrick Wealth, LLC's 2024 Form 5500 as plan administrator.

Martin McNamara — 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

Marrick Wealth, LLC's EIN is 45-5627349.

EIN 45-5627349

Plan number 001

Plan year 2024

ACK ID 20250911154045NAL0000308147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marrick Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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