SBA DEFINED CONTRIBUTION PLAN FOR THE BANK OF MARION
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
122
Accounts w/ balance
70
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.6M
Plan health score
Average plan with room to improve
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
70
Total plan cost
n/a
Plan health
36
Vendor & structure
100
Knocking points off
No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (8th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE BANK OF MARION.
