How big is Bruce W. Marche's plan?

Bruce W. Marche's plan reported $243K in assets and 2 participants for 2024.

Original filing (PDF)20251007150624NAL0004952209001

Bruce W. Marche

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

Form 5500-SF

FILING_RECEIVED

Bruce Marche 401(k) Plan

401(k) retirement plan · Bruce W. Marche's Bruce Marche 401(k) Plan held $243K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

People on this filing

Bruce W Marche signed Bruce W. Marche's 2024 Form 5500 as plan administrator.

Bruce W Marche — 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

Bruce W. Marche's EIN is 81-0948295.

EIN 81-0948295

Plan number 001

Plan year 2024

ACK ID 20251007150624NAL0004952209001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Bruce W. Marche's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRUCE W. MARCHE.

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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.
High average account balance (91st percentile).

Plan sponsor

Name

BRUCE W. MARCHE

EIN

all filings

Address

400 MERIDIAN CENTER BLVD, · SUITE 101 · ROCHESTER, NY · 14618

Phone

(585) 399-8332

Industry

Finance & Insurance

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

2025-10-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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