Frank Smith signed Marshall & Sterling Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marshall & Sterling Enterprises, Inc.'s EIN is 14-1769290.
Download the official 2024 Form 5500 (PDF) for Marshall & Sterling Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marshall & Sterling Enterprises, Inc.'s plan includes profit-sharing, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in employer securities] | Other | — | — | $233.2M | 99.5% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $627K | 0.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $495K | 0.2% |
