How big is The Marshall Group, Ltd.'s plan?

The Marshall Group, Ltd.'s plan reported $2.6M in assets and 1 participants for 2025.

Original filing (PDF)20260323142041NAL0001407937001

The Marshall Group, Ltd.

Name: The Marshall Group, Ltd. — Marshall Group, Ltd., Form 5500 (2025)
Creator: The Marshall Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall Group, Ltd. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Marshall Group, Ltd.'s Marshall Group, Ltd. 401(k) Profit Sharing Plan & Trust held $2.6M in plan assets for 1 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

JOY Ortiz signed The Marshall Group, Ltd.'s 2025 Form 5500 as plan administrator.

JOY Ortiz — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Marshall Group, Ltd.'s EIN is 54-1231015.

EIN 54-1231015

Plan number 001

Plan year 2025

ACK ID 20260323142041NAL0001407937001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Marshall Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Marshall Group, Ltd.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MARSHALL GROUP, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

THE MARSHALL GROUP, LTD.

EIN

all filings

Address

11250 ROGER BACON DR STE 11 · RESTON, VA · 201905202

Phone

(703) 326-0630

Industry

Professional & Technical Services

Plan administrator