· 2022–2024 · DOL EFAST2

Marsh & Associates, Inc. — Marsh & Associates, Inc., Form 5500 (2025)

Original filing (PDF)20260617145029NAL0002904162001

Marsh & Associates, Inc.

Form 5500-SF

FILING_RECEIVED

Marsh & Associates, Inc. 401(k) Plan

401(k) retirement plan · Marsh & Associates, Inc.'s Marsh & Associates, Inc. 401(k) Plan held $465K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$465K

Net assets (EOY)

$465K

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

87

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARSH & ASSOCIATES, INC..

Plan sponsor

Name

MARSH & ASSOCIATES, INC.

EIN

82-0527719all filings

Address

1308 N. MERIDIAN RD. · MERIDIAN, ID · 83642

Phone

(208) 433-8312

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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