Original filing (PDF)20250711112220NAL0006275761001

MARSHALL STREET CAPITAL, INC.

Name: MARSHALL STREET CAPITAL, INC. — MARSHALL STREET CAPITAL 401(K) PLAN, Form 5500 (2024)
Creator: MARSHALL STREET CAPITAL, INC.

Form 5500-SF

FILING_RECEIVED

MARSHALL STREET CAPITAL 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARSHALL STREET CAPITAL, INC..

Plan sponsor

Name

MARSHALL STREET CAPITAL, INC.

EIN

32-0454360

Address

330 E KILBOURN AVE · SUITE 1400 · MILWAUKEE, WI · 53202

Phone

(414) 223-1579

Industry

Finance & Insurancesee 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

2025-07-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

EAGLE FINANCIAL, LLC

EAGLE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN

$2.2M · 4 participants

MISSION CREEK CAPITAL PARTNERS,

MISSION CREEK CAPITAL PARTNERS 401K PLAN

$2.2M · 12 participants

BLACK OAK INVESTMENT COUNSEL

BLACK OAK INVESTMENT COUNSEL SAFE HARBOR 401(K) PROFIT SHARING PLAN

$2.2M · 2 participants

CLEARWATER ADVISORS, LLC

CLEARWATER ADVISORS 401(K) PLAN

$2.2M · 10 participants

BCGM WEALTH MANAGEMENT, LLC DBA GETTINGS REED FINANCIAL