Original filing (PDF)20250628114354NAL0024598274001

MARTIN RETIREMENT SERVICES, INC. DBA EAGLESTONE RETIREMENT SERVICES

Name: MARTIN RETIREMENT SERVICES, INC. DBA EAGLESTONE RETIREMENT SERVICES — MARTIN RETIREMENT SERVICES, INC. TAX DEFERRED SAVINGS PLAN AND TRUST, Form 5500 (2024)
Creator: MARTIN RETIREMENT SERVICES, INC. DBA EAGLESTONE RETIREMENT SERVICES

Form 5500-SF

FILING_RECEIVED

MARTIN RETIREMENT SERVICES, INC. TAX DEFERRED SAVINGS PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.0M

Net assets (EOY)

$8.0M

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 MARTIN RETIREMENT SERVICES, INC. DBA EAGLESTONE RETIREMENT SERVICES.

Plan sponsor

Name

MARTIN RETIREMENT SERVICES, INC. DBA EAGLESTONE RETIREMENT SERVICES

EIN

52-2309851

Address

1101 WOOTTON PARKWAY, SUITE 400 · ROCKVILLE, MD · 20852

Phone

(301) 840-6550

Industry

All Other Professional Services· Professional & Technical Servicessee 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

2025-06-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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