Back to filter
Original filing (PDF)20250613111144NAL0029996672001
MARLIN ENGINEERING, INC.
Form 5500-SF
FILING_RECEIVED
MARLIN ENGINEERING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
104
Accounts w/ balance
62
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 60% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARLIN ENGINEERING, INC..
Plan sponsor
Name
MARLIN ENGINEERING, INC.
EIN
65-0279601
Address
15600 SW 288TH STREET · SUITE 301 · HOMESTEAD, FL · 33033
Phone
(305) 259-7853
Industry
Engineering 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
2025-06-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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 providersRelated plans
Similar-size Engineering Services plans
CEI ENGINEERING ASSOCIATES, INC.
CEI ENGINEERING ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$3.5M · 125 participants
ENGINEERING MATRIX, INC.
ENGINEERING MATRIX 401(K) SAVINGS PLAN
$3.5M · 33 participants
BAUMANN CONSULTING INC
BAUMANN CONSULTING INC 401(K) PROFIT SHARING PLAN & TRUST
$3.5M · 33 participants
STERLING ENGINEERING CO., INC.
STERLING ENGINEERING CO. , INC. 401K PROFIT SHARING PLAN
$3.5M · 12 participants
STEEN ENGINEERING, INC.
STEEN ENGINEERING, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$3.5M · 15 participants
SHEFFLER & COMPANY, INC.
SHEFFLER & COMPANY, INC. 401(K) PROFIT SHARING PLAN
$3.5M · 35 participants
Large plans in Florida
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN
$16.3B · 41,945 participants
L3HARRIS TECHNOLOGIES, INC.
L3HARRIS RETIREMENT SAVINGS PLAN MASTER TRUST
$16.2B
PUBLIX SUPER MARKETS, INC.
PUBLIX SUPER MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
$14.3B · 156,344 participants
PWC US GROUP LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PWC
$13.2B · 49,697 participants
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
PRICEWATERHOUSECOOPERS LLP
SAVINGS PLAN FOR EMPLOYEES AND PARTNERS OF PRICEWATERCOOPERS LLP
$9.1B · 50,893 participants