How big is Margin Authority LLC's plan?

Margin Authority LLC's plan reported $12K in assets and 3 participants for 2024.

Original filing (PDF)20250611084234NAL0015591073001

Margin Authority LLC

Name: Margin Authority LLC — Margin Authority LLC-401(k), Form 5500 (2024)
Creator: Margin Authority LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Margin Authority LLC-401(k) Plan

401(k) retirement plan · Margin Authority LLC's Margin Authority LLC-401(k) Plan held $12K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Shirley Horner signed Margin Authority LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Margin Authority LLC's EIN is 87-1003847.

EIN 87-1003847

Plan number 001

Plan year 2024

ACK ID 20250611084234NAL0015591073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Margin Authority LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARGIN AUTHORITY 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