How big is Martin Financial LLC's plan?

Martin Financial LLC's plan reported $595K in assets and 11 participants for 2024.

Original filing (PDF)20250612112748NAL0028326112001

Martin Financial LLC

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

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Martin Financial LLC's Martin Financial LLC 401(k) Profit Sharing Plan & Trust held $595K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

People on this filing

BRAD Seagraves signed Martin Financial LLC's 2024 Form 5500 as plan administrator.

BRAD Seagraves — 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

Martin Financial LLC's EIN is 81-3042083.

EIN 81-3042083

Plan number 001

Plan year 2024

ACK ID 20250612112748NAL0028326112001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Martin 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 MARTIN 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