Original filing (PDF)20250714101748NAL0001286896001

MARTIN ASSOCIATES, INC.

Name: MARTIN ASSOCIATES, INC. — MARTIN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: MARTIN ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MARTIN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.4M

Net assets (EOY)

$8.4M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTIN ASSOCIATES, INC..

Plan sponsor

Name

MARTIN ASSOCIATES, INC.

EIN

11-2657021

Address

417 SOUTH MAIN STREET · FREEPORT, NY · 11520

Phone

(516) 248-1234

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-10-31

Filed

2025-07-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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