How big is Marchitto Wealth Advisors LLC's plan?

Marchitto Wealth Advisors LLC's plan reported $66K in assets and 2 participants for 2024.

Original filing (PDF)20250709173553NAL0004996257001

Marchitto Wealth Advisors LLC

Name: Marchitto Wealth Advisors LLC — Lincoln Financial, Form 5500 (2024)
Creator: Marchitto Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lincoln Financial Advisors 401(k) Plan

401(k) retirement plan · Marchitto Wealth Advisors LLC's Lincoln Financial Advisors 401(k) Plan held $66K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Jeffrey Marchitto signed Marchitto Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Jeffrey Marchitto — 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

Marchitto Wealth Advisors LLC's EIN is 82-1424612.

EIN 82-1424612

Plan number 001

Plan year 2024

ACK ID 20250709173553NAL0004996257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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