How big is Marietta Wealth Management, LLC's plan?

Marietta Wealth Management, LLC's plan reported $36K in assets and 9 participants for 2023.

Original filing (PDF)20250429094455NAL0000359393001

Marietta Wealth Management, LLC

Name: Marietta Wealth Management, LLC — Marietta Wealth, Form 5500 (2023)
Creator: Marietta Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marietta Wealth Management, LLC GCF Benefit Plan

Health & welfare plan · Marietta Wealth Management, LLC's Marietta Wealth Management, LLC GCF Benefit Plan held $36K in plan assets for 9 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$36K

Net assets (EOY)

$12K

People on this filing

Morgan Law signed Marietta Wealth Management, LLC's 2023 Form 5500 as plan administrator.

Morgan Law — 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

Marietta Wealth Management, LLC's EIN is 47-5329166.

EIN 47-5329166

Plan number 501

Plan year 2023

ACK ID 20250429094455NAL0000359393001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Marietta Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Marietta Wealth Management, LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score