How big is Marco Beverage Systems' plan?

Marco Beverage Systems' plan reported $434K in assets and 8 participants for 2023.

Original filing (PDF)20240723121334NAL0011699489002

Marco Beverage Systems

Name: Marco Beverage Systems — Marco Beverage Systems, Form 5500 (2023)
Creator: Marco Beverage Systems
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marco Beverage Systems Retirement Trust

401(k) retirement plan · Marco Beverage Systems' Marco Beverage Systems Retirement Trust held $434K in plan assets for 8 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$434K

Net assets (EOY)

$434K

People on this filing

Matthew Dudley signed Marco Beverage Systems' 2023 Form 5500 as plan administrator.

Matthew Dudley — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marco Beverage Systems' EIN is 35-2496685.

EIN 35-2496685

Plan number 001

Plan year 2023

ACK ID 20240723121334NAL0011699489002

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Marco Beverage Systems from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Marco Beverage Systems' 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 MARCO BEVERAGE SYSTEMS.

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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