· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
MARSHALL LAW OFFICES LTD — MARSHALL LAW OFFICES LTD 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250515113146NAL0029026176001
MARSHALL LAW OFFICES LTD
Form 5500-SF
FILING_RECEIVED
MARSHALL LAW OFFICES LTD 401(K) PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MARSHALL LAW OFFICES LTD
.
Find decision makers
Plan sponsor
Name
MARSHALL LAW OFFICES LTD
EIN
30-0967341
Address
THE SUMMIT WEST, SUITE 204 · 300 CENTERVILLE ROAD · WARWICK, RI · 02886
Phone
(401) 732-8070
Industry
Law Offices
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-15
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
KOPPEL & ASSOCIATES, P.A.
KOPPEL & ASSOCIATES, P.A. 401(K) AND PROFIT SHARING PLAN
$2.2M · 3 participants
GOOD & HARRIS, LLP
GOOD & HARRIS, LLP PROFIT SHARING PLAN
$2.2M · 6 participants
BRODY & BROWNE LLP
BRODY & BROWNE LLP 401(K) PROFIT SHARING PLAN
$2.2M · 2 participants
LAPIN & LEICHTLING, LLP
LAPIN & LEICHTLING, LLP PROFIT SHARING PLAN AND TRUST
$2.2M · 8 participants
NORMAN WOHLGEMUTH CHANDLER ET AL
NORMAN WOHLGEMUTH CHANDLER JETER BARNETT & RAY PROFIT SHARING PL
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$2.2M · 7 participants
EAGAN, DONOHUE & FALSEY, LLP
EAGAN, DONOHUE & FALSEY, LLP 401(K) PROFIT SHARING PLAN
$2.2M · 4 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
