How big is Marathon Financial LLC's plan?

Marathon Financial LLC's plan reported $3.5M in assets and 6 participants for 2025.

Original filing (PDF)20260413142816NAL0017194161001

Marathon Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Marathon Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Marathon Financial LLC's Marathon Financial LLC 401(k) Profit Sharing Plan & Trust held $3.5M in plan assets for 6 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Stephen Miller signed Marathon Financial LLC's 2025 Form 5500 as plan administrator.

Stephen Miller — 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

Marathon Financial LLC's EIN is 74-3199295.

EIN 74-3199295

Plan number 001

Plan year 2025

ACK ID 20260413142816NAL0017194161001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Marathon 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 MARATHON 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

Helping the score