How big is Marchant Management, LLC's plan?

Marchant Management, LLC's plan reported $621K in assets and 196 participants for 2024.

Original filing (PDF)20250929154003NAL0005117475001

Marchant Management, LLC

Name: Marchant Management, LLC — Marchant Management, LLC, Form 5500 (2024)
Creator: Marchant Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marchant Management, LLC 401(k) P/S Plan

401(k) retirement plan · Marchant Management, LLC's Marchant Management, LLC 401(k) P/S Plan held $621K in plan assets for 196 participants in 2024.

Signals · 1

No auditor on file

Active participants

196

Accounts w/ balance

Plan assets (EOY)

$621K

Net assets (EOY)

$621K

People on this filing

TARA Evans, for TAG Resources signed Marchant Management, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Marchant Management, LLC's EIN is 82-4056910.

EIN 82-4056910

Plan number 001

Plan year 2024

ACK ID 20250929154003NAL0005117475001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marchant Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARCHANT MANAGEMENT, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (4th percentile).

Helping the score