How big is Marino Wealth Management LLC's plan?

Marino Wealth Management LLC's plan reported $632K in assets and 3 participants for 2025.

Original filing (PDF)20260522081542NAL0002679249001

Marino Wealth Management LLC

Name: Marino Wealth Management LLC — Marino Wealth, Form 5500 (2025)
Creator: Marino Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marino Wealth Management LLC 401(k) Plan

401(k) retirement plan · Marino Wealth Management LLC's Marino Wealth Management LLC 401(k) Plan held $632K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$632K

Net assets (EOY)

$632K

People on this filing

James Marino signed Marino Wealth Management LLC's 2025 Form 5500 as plan administrator.

James Marino — 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

Marino Wealth Management LLC's EIN is 86-2974487.

EIN 86-2974487

Plan number 002

Plan year 2025

ACK ID 20260522081542NAL0002679249001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Marino Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Marino Wealth Management LLC's plan includes profit-sharing, 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 MARINO WEALTH MANAGEMENT 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