How big is March Financial, LLC's plan?

March Financial, LLC's plan reported $2.3M in assets and 6 participants for 2024.

Original filing (PDF)20251014094442NAL0005327042001

March Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

March Financial, LLC 401(k) Plan

401(k) retirement plan · March Financial, LLC's March Financial, LLC 401(k) Plan held $2.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Charles HITE signed March Financial, LLC's 2024 Form 5500 as plan administrator.

Charles HITE — 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

March Financial, LLC's EIN is 88-4380788.

EIN 88-4380788

Plan number 001

Plan year 2024

ACK ID 20251014094442NAL0005327042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

March Financial, 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 MARCH FINANCIAL, 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