Original filing (PDF)20250604100849NAL0010753921001

KAGAN STERN MARINELLO & BEARD, LLC

Name: KAGAN STERN MARINELLO & BEARD, LLC — KAGAN STERN MARINELLO & BEARD, LLC 401(K) PLAN, Form 5500 (2024)
Creator: KAGAN STERN MARINELLO & BEARD, LLC

Form 5500-SF

FILING_RECEIVED

KAGAN STERN MARINELLO & BEARD, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$631K

Net assets (EOY)

$631K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

KAGAN STERN MARINELLO & BEARD, LLC

EIN

83-3698587all filings

Address

238 WEST STREET · ANNAPOLIS, MD · 21401

Phone

(410) 216-7900

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator