Back to filter
Original filing (PDF)20250625145638NAL0019066210001
MARCONI, LLC
Form 5500-SF
FILING_RECEIVED
MARCONI 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
53
Accounts w/ balance
61
Plan assets (EOY)
$13.1M
Net assets (EOY)
$13.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCONI, LLC.
Plan sponsor
Name
MARCONI, LLC
EIN
81-1673657
Address
1717 MCKINNEY AVE, STE 1050 · DALLAS, TX · 75202
Phone
(214) 765-9508
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
FUTUREPLAN FIDUCIARY SERVICES LLC
EIN
82-3719843
City
BOSTON, MA
Phone
(855) 711-5283
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-25
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
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size All Other Professional Services plans
ASSOCIATION HEADQUARTERS, INC.
ASSOCIATION HEADQUARTERS, INC. 401(K) PROFIT SHARING PLAN
$13.1M · 154 participants
AMERICAN RESEARCH BUREAU, INC.
AMERICAN RESEARCH BUREAU, INC. 401(K) RETIREMENT PLAN
$13.1M · 46 participants
CENTERSTATE CORPORATION FOR ECONOMIC OPPORTUNITY
CENTERSTATE CORPORATION FOR ECONOMIC OPPORTUNITY 401(K) PROFIT SHARING PLAN
$13.1M · 98 participants
ADVISORS MORTGAGE GROUP
ADVISORS MORTGAGE GROUP 401(K) PLAN
$13.1M · 254 participants
ACCESS VG LLC
ACCESS VG LLC 401(K) PLAN
$13.1M · 88 participants
AARON READ & ASSOCIATES, LLC
AARON READ & ASSOCIATES, LLC PROFIT SHARING PLAN
$13.1M · 13 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
