How big is Markle Financial, LLC's plan?

Markle Financial, LLC's plan reported $416K in assets and 4 participants for 2025.

Original filing (PDF)20260521144918NAL0002686835001

Markle Financial, LLC

Name: Markle Financial, LLC — Markle Financial 401(k) Plan, Form 5500 (2025)
Creator: Markle Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Markle Financial 401(k) Plan

401(k) retirement plan · Markle Financial, LLC's Markle Financial 401(k) Plan held $416K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

People on this filing

Shannon Markle signed Markle Financial, LLC's 2025 Form 5500 as plan administrator.

Shannon Markle — 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

Markle Financial, LLC's EIN is 47-4467806.

EIN 47-4467806

Plan number 001

Plan year 2025

ACK ID 20260521144918NAL0002686835001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Markle Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Markle Financial, LLC'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 MARKLE FINANCIAL, 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

Knocking points off