How big is Marketing Automation Group, LLC's plan?

Marketing Automation Group, LLC's plan reported $278K in assets and 6 participants for 2022.

Original filing (PDF)20230331143635NAL0053741616001

Marketing Automation Group, LLC

Name: Marketing Automation Group, LLC — Marketing Automati, Form 5500 (2022)
Creator: Marketing Automation Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marketing Automation Group, LLC 401(k) Plan

401(k) retirement plan · Marketing Automation Group, LLC's Marketing Automation Group, LLC 401(k) Plan held $278K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

People on this filing

Robert Kehoe signed Marketing Automation Group, LLC's 2022 Form 5500 as plan administrator.

Robert Kehoe — 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

Marketing Automation Group, LLC's EIN is 46-1395857.

EIN 46-1395857

Plan number 001

Plan year 2022

ACK ID 20230331143635NAL0053741616001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Marketing Automation Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Marketing Automation Group, 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 MARKETING AUTOMATION GROUP, 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 (97th percentile).

Plan sponsor

Name

MARKETING AUTOMATION GROUP, LLC

EIN

all filings

Address

2301 W ANDERSON LANE · SUITE 102 - 62 · AUSTIN, TX · 78757

Phone

(732) 333-1200

Industry

Professional & Technical Services

Plan administrator