Original filing (PDF)20250225194759NAL0000016417001

MARQUEZ & HSIEH LLC

Name: MARQUEZ & HSIEH LLC — MARQUEZ & HSIEH LLC 401(K) PLAN, Form 5500 (2024)
Creator: MARQUEZ & HSIEH LLC

Form 5500-SF

FILING_RECEIVED

MARQUEZ & HSIEH LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARQUEZ & HSIEH LLC.

Plan sponsor

Name

MARQUEZ & HSIEH LLC

EIN

47-2664189

Address

900 E. HAMILTON AVE · SUITE 230 · CAMPBELL, CA · 95008

Phone

(408) 963-2888

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-02-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ANTHONY FRANCIS ASSANTE

ANTHONY F. ASSANTE 401(K) PLAN

$1.3M · 5 participants

L.H. FINANCIAL SERVICES CORP.

L.H. FINANCIAL SERVICES CORP. CASH BALANCE PLAN

$1.3M · 8 participants

ST. CROIX WEALTH STRATEGIES

$1.3M · 4 participants

BRIGHTWORKS WEALTH MANAGEMENT, LLC

BRIGHTWORKS WEALTH MANAGEMENT 401(K) PLAN

$1.3M · 3 participants

S.S. GALE, INC.

S.S. GALE 401(K) PROFIT SHARING PLAN

$1.3M · 3 participants