How big is Marshall ROTH and Gregory's plan?

Marshall ROTH and Gregory's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20250731130223NAL0002594499001

Marshall ROTH and Gregory

Name: Marshall ROTH and Gregory — Marshall ROTH and, Form 5500 (2024)
Creator: Marshall ROTH and Gregory
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marshall ROTH and Gregory 401(k) Profit Sharing Plan

401(k) retirement plan · Marshall ROTH and Gregory's Marshall ROTH and Gregory 401(k) Profit Sharing Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

JILL W. Demos signed Marshall ROTH and Gregory's 2024 Form 5500 as plan administrator.

JILL W. Demos — 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

Marshall ROTH and Gregory's EIN is 81-0660787.

EIN 81-0660787

Plan number 001

Plan year 2024

ACK ID 20250731130223NAL0002594499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marshall ROTH and Gregory from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marshall ROTH and Gregory's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

MARSHALL ROTH AND GREGORY

EIN

all filings

Address

90 SOUTHSIDE AVENUE STE 100 · P.O BOX 769 · ASHEVILLE, NC · 28802

Phone

(828) 281-2100

Industry

Law Offices· Professional & Technical Services

Plan administrator