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Original filing (PDF)20250728101100NAL0000678499001

MARSHALL INVESTIGATIVE GROUP

Form 5500-SF
FILING_RECEIVED
MARSHALL INVESTIGATIVE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
117
Accounts w/ balance
76
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
83
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
  • No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
  • 65% 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 MARSHALL INVESTIGATIVE GROUP.
Plan sponsor
Name
MARSHALL INVESTIGATIVE GROUP
EIN
45-1060590
Address
401 DEVON AVENUE · PARK RIDGE, IL · 60068
Phone
(855) 350-6474
Industry
Admin Support & Waste Mgmtsee 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
2025-07-28
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 providers

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