How big is J P Marvel Investment Advisors' plan?

J P Marvel Investment Advisors' plan reported $4.1M in assets and 8 participants for 2024.

Original filing (PDF)20250730133159NAL0002398803001

J P Marvel Investment Advisors

Name: J P Marvel Investment Advisors — J P Marvel, Form 5500 (2024)
Creator: J P Marvel Investment Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J P Marvel Investment Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · J P Marvel Investment Advisors' J P Marvel Investment Advisors 401(k) Profit Sharing Plan & Trust held $4.1M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

People on this filing

Joseph F Patton Jr. signed J P Marvel Investment Advisors' 2024 Form 5500 as plan administrator.

Joseph F Patton Jr. — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

J P Marvel Investment Advisors' EIN is 26-0235087.

EIN 26-0235087

Plan number 001

Plan year 2024

ACK ID 20250730133159NAL0002398803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J P Marvel Investment Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J P Marvel Investment Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J P MARVEL INVESTMENT ADVISORS.

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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

Knocking points off