How big is The Marshall Legacy Institute's plan?

The Marshall Legacy Institute's plan reported $1.4M in assets and 8 participants for 2024.

Original filing (PDF)20260303103613NAL0003256400001

The Marshall Legacy Institute

Name: The Marshall Legacy Institute — The Marshall Legacy, Form 5500 (2024)
Creator: The Marshall Legacy Institute
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Marshall Legacy Institute Defined Contribution Plan

401(k) retirement plan · The Marshall Legacy Institute's The Marshall Legacy Institute Defined Contribution Plan held $1.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Tanya Tarasova signed The Marshall Legacy Institute's 2024 Form 5500 as plan administrator.

Tanya Tarasova — 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 Legacy Institute's EIN is 54-1853093.

EIN 54-1853093

Plan number 001

Plan year 2024

ACK ID 20260303103613NAL0003256400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Marshall Legacy Institute from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Marshall Legacy Institute's plan includes profit-sharing, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts.

Decision-maker contacts

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

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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