Original filing (PDF)20251013183308NAL0002592960001

MARQUIS WEALTH GROUP

Name: MARQUIS WEALTH GROUP — MARQUIS WEALTH GROUP 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: MARQUIS WEALTH GROUP

Form 5500-SF

FILING_RECEIVED

MARQUIS WEALTH GROUP 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARQUIS WEALTH GROUP.

Plan sponsor

Name

MARQUIS WEALTH GROUP

EIN

84-4725138

Address

5307 N RIDGE SPRING PLACE · TUCSON, AZ · 85749

Phone

(480) 581-5330

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-05-14

Filed

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

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