How big is Marketri's plan?

Marketri's plan reported $627K in assets and 13 participants for 2024.

Original filing (PDF)20250714150956NAL0000779555001

Marketri

Name: Marketri — Marketri, LLC 401(k) Plan, Form 5500 (2024)
Creator: Marketri
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marketri, LLC 401(k) Plan

401(k) retirement plan · Marketri's Marketri, LLC 401(k) Plan held $627K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$627K

Net assets (EOY)

$627K

Plan identifiers

Marketri's EIN is 81-0650644.

EIN 81-0650644

Plan number 001

Plan year 2024

ACK ID 20250714150956NAL0000779555001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marketri'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 MARKETRI.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MARKETRI

EIN

all filings

Address

1700 MARKET STREET SUITE 1005 · PHILADELPHIA, PA · 19103

Phone

(866) 303-6999

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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