How big is Martin Funds, Ltd.'s plan?

Martin Funds, Ltd.'s plan reported $721K in assets and 8 participants for 2024.

Original filing (PDF)20251003143754NAL0000915523001

Martin Funds, Ltd.

Name: Martin Funds, Ltd. — Martin Funds, Ltd. Retirement, Form 5500 (2024)
Creator: Martin Funds, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Martin Funds, Ltd. Retirement Plan

401(k) retirement plan · Martin Funds, Ltd.'s Martin Funds, Ltd. Retirement Plan held $721K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$721K

Net assets (EOY)

$721K

Plan identifiers

Martin Funds, Ltd.'s EIN is 45-5536718.

EIN 45-5536718

Plan number 001

Plan year 2024

ACK ID 20251003143754NAL0000915523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Martin Funds, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Martin Funds, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARTIN FUNDS, LTD..

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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