Original filing (PDF)20250611084234NAL0015591073001

MARGIN AUTHORITY LLC

Name: MARGIN AUTHORITY LLC — MARGIN AUTHORITY LLC-401(K) PLAN, Form 5500 (2024)
Creator: MARGIN AUTHORITY LLC

Form 5500-SF

FILING_RECEIVED

MARGIN AUTHORITY LLC-401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

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 MARGIN AUTHORITY LLC.

Plan sponsor

Name

MARGIN AUTHORITY LLC

EIN

87-1003847

Address

2997 N MARTADALE DR · AKRON, OH · 44333

Phone

(330) 696-4133

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

NEXWEALTH LLC

$12K · 4 participants

WILLIS INVESTMENT COUNSEL INC

WILLIS INVESTMENT COUNSEL INC GCF BENEFIT PLAN

$12K · 9 participants

CHALICE CAPITAL INC

CHALICE CAPITOL INC 401(K) PLAN

$12K · 23 participants

FOUNDATION WEALTH & TAX ADVISORS, LLC

FOUNDATION WEALTH & TAX ADVISORS, LLC 401(K) PLAN

$12K · 2 participants

AMERIPRISE FINANCIAL SERVICES

AMERIPRISE FINANCIAL SERVICES SOCA BENEFIT PLAN

$12K · 4 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.