Original filing (PDF)20250617125340NAL0004241490001

THE MARCHETTI GROUP

Name: THE MARCHETTI GROUP — THE MARCHETTI GROUP 401(K) PLAN, Form 5500 (2024)
Creator: THE MARCHETTI GROUP

Form 5500-SF

FILING_RECEIVED

THE MARCHETTI GROUP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 THE MARCHETTI GROUP.

Plan sponsor

Name

THE MARCHETTI GROUP

EIN

46-5078261

Address

890 COWAN ROAD · SUITE C · BURLINGAME, CA · 94010

Phone

(650) 676-4398

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

2025-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

BUILDMARK PROJECT MANAGEMENT, INC.

BUILDMARK 401(K) PLAN

$2.4M · 5 participants

MERIDIAN CONTRUCTION CORPORATION

MERIDIAN CONSTRUCTION CORPORATION 401(K) PLAN

$2.4M · 19 participants

JOHNSON CONTRACTORS, INC.

JOHNSON CONTRACTORS, INC. 401(K) PLAN

$2.3M · 18 participants

PROFESSIONAL CONTRACTORS & ENGINEERS INCORPORATED

PROFESSIONAL CONTRACTORS & ENGINEERS, INC. 401(K) PLAN

$2.3M · 48 participants

GENDRON CORP.

GENDRON CORP RETIREMENT PLAN