How big is Marathon Advisory Group Inc.'s plan?

Marathon Advisory Group Inc.'s plan reported $2.0M in assets and 3 participants for 2024.

Original filing (PDF)20250616154452NAL0001104481002

Marathon Advisory Group Inc.

Name: Marathon Advisory Group Inc. — Marathon Advisory, Form 5500 (2024)
Creator: Marathon Advisory Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marathon Advisory Group Inc. 401(k) Plan

401(k) retirement plan · Marathon Advisory Group Inc.'s Marathon Advisory Group Inc. 401(k) Plan held $2.0M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Marathon Advisory Group Inc.'s EIN is 93-4960646.

EIN 93-4960646

Plan number 001

Plan year 2024

ACK ID 20250616154452NAL0001104481002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marathon Advisory Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marathon Advisory Group Inc.'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 MARATHON ADVISORY GROUP INC..

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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