How big is Mark J. Quercio's plan?

Mark J. Quercio's plan reported $454K in assets and 4 participants for 2024.

Original filing (PDF)20250709101907NAL0012797202001

Mark J. Quercio

Name: Mark J. Quercio — North Pointe Wealth Management, Form 5500 (2024)
Creator: Mark J. Quercio
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

North Pointe Wealth Management 401(k) Plan

401(k) retirement plan · Mark J. Quercio's North Pointe Wealth Management 401(k) Plan held $454K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$454K

Net assets (EOY)

$454K

People on this filing

Mark Quercio signed Mark J. Quercio's 2024 Form 5500 as plan administrator.

Mark Quercio — 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

Mark J. Quercio's EIN is 52-2384299.

EIN 52-2384299

Plan number 001

Plan year 2024

ACK ID 20250709101907NAL0012797202001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark J. Quercio from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark J. Quercio'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 MARK J. QUERCIO.

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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