How big is GIA Marotta, M.D., P.A.'s plan?

GIA Marotta, M.D., P.A.'s plan reported $823K in assets and 2 participants for 2024.

Original filing (PDF)20251008103038NAL0003196291001

GIA Marotta, M.D., P.A.

Name: GIA Marotta, M.D., P.A. — GIA Marotta 401(k) Plan, Form 5500 (2024)
Creator: GIA Marotta, M.D., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GIA Marotta 401(k) Plan

401(k) retirement plan · GIA Marotta, M.D., P.A.'s GIA Marotta 401(k) Plan held $823K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$823K

Net assets (EOY)

$823K

People on this filing

Jessica Wilson signed GIA Marotta, M.D., P.A.'s 2024 Form 5500 as plan administrator.

Jessica Wilson — 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

GIA Marotta, M.D., P.A.'s EIN is 84-2856853.

EIN 84-2856853

Plan number 001

Plan year 2024

ACK ID 20251008103038NAL0003196291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GIA Marotta, M.D., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GIA Marotta, M.D., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GIA MAROTTA, M.D., P.A..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

GIA MAROTTA, M.D., P.A.

EIN

all filings

Address

1506 JUNIPER LANE · LUFKIN, TX · 75904

Phone

(561) 306-2854

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator