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Original filing (PDF)20250603100849NAL0028371346001
MARSHALL INDUSTRIAL TECHNOLOGIES
Form 5500
FILING_RECEIVED
MARSHALL INDUSTRIAL TECHNOLOGIES SAVINGS & RETIREMENT PLAN
401(k) retirement plan
Active participants
89
Accounts w/ balance
110
Plan assets (EOY)
$14.5M
Net assets (EOY)
$14.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSHALL INDUSTRIAL TECHNOLOGIES.
Plan sponsor
Name
MARSHALL INDUSTRIAL TECHNOLOGIES
EIN
21-0682061
Address
529 SOUTH CLINTON AVENUE · TRENTON, NJ · 086111809
Phone
(609) 394-7153
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERV | 01-0233346 | BOSTON, MA | RECORD KEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS | 23-2748550 | AUDUBON, PA | INVESTMENT ADVISOR | $37K | — |
Investments
28 direct securities · 1 pooled fund· $14.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$13.0M
28 holdings
Common Collective Trust
$1.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund " | — | — | — | $2.5M | 17.4% | |
| NYLI Winslow Large Cap Growth Class R6 Fund " | — | — | — | $2.3M | 15.6% | |
| MORLEY STABLE VALUE FUND CI 25-1 MORLEY STABLE VALUE FUND CI 25-1 · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.5M | 10.4% | |
| JPMorgan SmartRetirement 2030 Class R6 Fund " | — | — | — | $1.3M | 9.1% | |
| T. Rowe Price Spectrum Mod Growth Allocation Class I Fund " | — | — | — | $1.0M | 7.1% | |
| JPMorgan U.S Government Money Market Capital Class Fund Mutual fund ** 872 Dodge & Cox Income Class X Fund " | — | — | — | $736K | 5.1% | |
| John Hancock Funds Disciplined Value Mid Cap Class R6 Fund " | — | — | — | $639K | 4.4% | |
| American Funds EuroPacific Growth Class R6 Fund " | — | — | — | $445K | 3.1% | |
| JPMorgan SmartRetirement 2020 Class R6 Fund " | — | — | — | $435K | 3.0% | |
| American Balanced Class R6 Fund " | — | — | — | $389K | 2.7% | |
| Dodge & Cox Stock Class X Fund " | — | — | — | $389K | 2.7% | |
| JPMorgan SmartRetirement 2040 Class R6 Fund " | — | — | — | $383K | 2.6% | |
| ClearBridge Small Cap Growth Class IS Fund " | — | — | — | $364K | 2.5% | |
| JPMorgan SmartRetirement 2035 Class R6 Fund " | — | — | — | $338K | 2.3% | |
| JPMorgan SmartRetirement 2025 Class R6 Fund " | — | — | — | $324K | 2.2% | |
| Goldman Emerging Markets Equity Insights R6 Fund " | — | — | — | $264K | 1.8% | |
| T. Rowe Price Mid-Cap Growth Class I Fund " | — | — | — | $256K | 1.8% | |
| JPMorgan SmartRetirement 2050 Class R6 Fund " | — | — | — | $213K | 1.5% | |
| JPMorgan SmartRetirement Income Class R6 Fund " | — | — | — | $195K | 1.3% | |
| JPMorgan SmartRetirement 2055 Class R6 Fund " | — | — | — | $156K | 1.1% | |
| JPMorgan SmartRetirement 2045 Class R6 Fund " | — | — | — | $103K | 0.7% | |
| JPMorgan SmartRetirement 2060 Class R6 Fund " | — | — | — | $71K | 0.5% | |
| American Funds New Perspective Class R6 Fund " | — | — | — | $43K | 0.3% | |
| JPMorgan SmartRetirement 2065 Class R6 Fund " | — | — | — | $34K | 0.2% | |
| Columbia Small Cap Index Institutional Class Fund " | — | — | — | $22K | 0.2% | |
| Thornburg Limited Term Income Fund " | — | — | — | $14K | <0.1% | |
| Vanguard Small Cap Value Index Admiral Class Fund " | — | — | — | $13K | <0.1% | |
| Northern Mid Cap Index Fund " | — | — | — | $3K | <0.1% | |
| Participant Loans (10.25%) - | — | — | — | $1K | <0.1% |
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