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J. MARCHESE AND SONS, INC. — MARCHESE AND SONS PENSION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250714141138NAL0000740131001
J. MARCHESE AND SONS, INC.
Form 5500-SF
FILING_RECEIVED
MARCHESE AND SONS PENSION PLAN
Defined-contribution retirement plan
Active participants
33
Accounts w/ balance
24
Plan assets (EOY)
$2.9M
Net assets (EOY)
$2.9M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
J. MARCHESE AND SONS, INC.
.
Find decision makers
Plan sponsor
Name
J. MARCHESE AND SONS, INC.
EIN
04-2549550
Address
69 NORMAN STREET · EVERETT, MA · 02149
Phone
(617) 389-4040
Industry
Construction
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-04-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2C · Money purchase (other than target benefit)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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