How big is Andrew W. Marshall Foundation's plan?

Andrew W. Marshall Foundation's plan reported $34K in assets and 2 participants for 2024.

Original filing (PDF)20250609113557NAL0023438400001

Andrew W. Marshall Foundation

Name: Andrew W. Marshall Foundation — Andrew W. Marshall, Form 5500 (2024)
Creator: Andrew W. Marshall Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew W. Marshall Foundation 401(k) Plan

401(k) retirement plan · Andrew W. Marshall Foundation's Andrew W. Marshall Foundation 401(k) Plan held $34K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$34K

Net assets (EOY)

$34K

People on this filing

Nick Rice signed Andrew W. Marshall Foundation's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Andrew W. Marshall Foundation's EIN is 82-2621054.

EIN 82-2621054

Plan number 001

Plan year 2024

ACK ID 20250609113557NAL0023438400001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Andrew W. Marshall Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Andrew W. Marshall Foundation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

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 (89th percentile).

Plan sponsor

Name

ANDREW W. MARSHALL FOUNDATION

EIN

all filings

Address

1 WOODBURY HILL ROAD · JAFFREY, NH · 03452

Phone

(339) 203-8034

Industry

Other Services (ex. Public Admin)

Plan administrator