Original filing (PDF)20251008152149NAL0013730898001

MARIELAS AGENCY LLC

Name: MARIELAS AGENCY LLC — THE AGENCY RETIREMENT PLAN, Form 5500 (2024)
Creator: MARIELAS AGENCY LLC

Form 5500-SF

FILING_RECEIVED

THE AGENCY RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$129K

Net assets (EOY)

$129K

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).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARIELAS AGENCY LLC.

Plan sponsor

Name

MARIELAS AGENCY LLC

EIN

46-4388831

Address

4075 PINE RIDGE ROAD, SUITE 5 · NAPLES, FL · 34119

Phone

(239) 465-0858

Industry