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THE MARSHALL LEGACY INSTITUTE — THE MARSHALL LEGACY INSTITUTE DEFINED CONTRIBUTION PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20260303103613NAL0003256400001
THE MARSHALL LEGACY INSTITUTE
Form 5500-SF
FILING_RECEIVED
THE MARSHALL LEGACY INSTITUTE DEFINED CONTRIBUTION PLAN
401(k) retirement plan
Active participants
8
Accounts w/ balance
11
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE MARSHALL LEGACY INSTITUTE
.
Find decision makers
Plan sponsor
Name
THE MARSHALL LEGACY INSTITUTE
EIN
54-1853093
Address
2425 WILSON BLVD · SUITE 240 · ARLINGTON, VA · 222013375
Phone
(703) 243-9200
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-09-01
Tax period
2025-08-31
Filed
2026-03-03
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2L · 403(b)(1) annuity
2M · 403(b)(7) custodial accounts
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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