Back to filter
Original filing (PDF)20250715161256NAL0002430257001
MARCON ENGINEERING, INC.
Form 5500-SF
FILING_RECEIVED
THE CONTRACTORS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
158
Accounts w/ balance
106
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 67% balance-to-active ratio — below typical for a healthy 401(k).
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCON ENGINEERING, INC..
Plan sponsor
Name
MARCON ENGINEERING, INC.
EIN
33-0931200
Address
876 N BROADWAY · ESCONDIDO, CA · 92025
Phone
(760) 737-8440
Industry
Constructionsee 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
2025-07-15
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
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
TRAFFIC SIGNALS, INC.
TRAFFIC SIGNALS, INC. PROFIT SHARING PLAN
$2.3M · 15 participants
EXTREME STEEL, INC.
EXTREME STEEL, INC. 401(K) PLAN
$2.3M · 87 participants
S.E. INCORPORATED
S.E., INC. RETIREMENT PLAN
$2.3M · 13 participants
DAVIS WALLBRIDGE, INC.
DAVIS WALLBRIDGE, INC.
$2.3M · 20 participants
B&B METALS, INC.
B&B METALS, INC. RETIREMENT PLAN
$2.3M · 34 participants
SUPERIOR PETROLEUM MARKETERS, INC.
SUPERIOR PETROLEUM MARKETERS, INC. PROFIT SHARING PLAN
$2.3M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B