Original filing (PDF)20241014090136NAL0025777345001

MARLOW AND SONS MACHINING, INC.

Name: MARLOW AND SONS MACHINING, INC. — MARLOW AND SONS MACHINING, INC. SAVINGS & RETIRMENT PLAN, Form 5500 (2023)
Creator: MARLOW AND SONS MACHINING, INC.

Form 5500-SF

FILING_RECEIVED

MARLOW AND SONS MACHINING, INC. SAVINGS & RETIRMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MARLOW AND SONS MACHINING, INC..

Plan sponsor

Name

MARLOW AND SONS MACHINING, INC.

EIN

39-1565487

Address

N114 W18548 CLINTON DRIVE · GERMANTOWN, WI · 53022

Phone

(262) 255-6667

Industry

Manufacturingsee all

Plan administrator

Name

MARLOW AND SONS MACHINING, INC.

EIN

39-1565487

City

GERMANTOWN, WI

Phone

(262) 255-6667

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-09-18

Filed

2024-10-14

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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