How big is Marble Trail Financial LLC's plan?

Marble Trail Financial LLC's plan reported $2.6M in assets and 19 participants for 2025.

Original filing (PDF)20260428220415NAL0005806611082

Marble Trail Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Marble Trail Financial 401(k) Plan

401(k) retirement plan · Marble Trail Financial LLC's Marble Trail Financial 401(k) Plan held $2.6M in plan assets for 19 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Marble Trail Financial LLC's EIN is 81-1524923.

EIN 81-1524923

Plan number 001

Plan year 2025

ACK ID 20260428220415NAL0005806611082

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Marble Trail Financial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARBLE TRAIL 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