Original filing (PDF)20251028103219NAL0006829489001

DON MARSH AGENCY, INC

Name: DON MARSH AGENCY, INC — DON MARSH AGENCY, INC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: DON MARSH AGENCY, INC

Form 5500-SF

FILING_RECEIVED

DON MARSH AGENCY, INC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$121K

Net assets (EOY)

$121K

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DON MARSH AGENCY, INC.

Plan sponsor

Name

DON MARSH AGENCY, INC

EIN

26-3713739all filings

Address

PO BOX 870 · ONEONTA, NY · 138200000

Phone

(999) 999-9999

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