How big is Marshall & Associates LLC's plan?

Marshall & Associates LLC's plan reported $324K in assets and 6 participants for 2025.

Original filing (PDF)20260507131052NAL0002818465001

Marshall & Associates LLC

Name: Marshall & Associates LLC — Marshall & Associates, Form 5500 (2025)
Creator: Marshall & Associates LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall & Associates LLC 401(k) Plan

401(k) retirement plan · Marshall & Associates LLC's Marshall & Associates LLC 401(k) Plan held $324K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$324K

Net assets (EOY)

$324K

Plan identifiers

Marshall & Associates LLC's EIN is 27-1079800.

EIN 27-1079800

Plan number 001

Plan year 2025

ACK ID 20260507131052NAL0002818465001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Marshall & Associates LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Marshall & Associates LLC's 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 MARSHALL & ASSOCIATES LLC.

Finding similar companies…

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