Original filing (PDF)20250930154407NAL0012485873001

MARNITZ AND ASSOCIATES INSURANCE, INC.

Name: MARNITZ AND ASSOCIATES INSURANCE, INC. — MARNITZ AND ASSOCIATES INSURANCE 401(K) PLAN, Form 5500 (2024)
Creator: MARNITZ AND ASSOCIATES INSURANCE, INC.

Form 5500-SF

FILING_RECEIVED

MARNITZ AND ASSOCIATES INSURANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$136K

Net assets (EOY)

$136K

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

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 MARNITZ AND ASSOCIATES INSURANCE, INC..

Plan sponsor

Name

MARNITZ AND ASSOCIATES INSURANCE, INC.

EIN

61-1040162all filings

Address

1068 WELLINGTON WAY · LEXINGTON, KY · 40513

Phone

(859) 223-6728

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator