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Original filing (PDF)20251124111042NAL0001876609001
MARSHALL INDUSTRIES, INC.
Form 5500
FILING_RECEIVED
MARSHALL INDUSTRIES, INC.401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 24.3 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
81
/ 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
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- Filed 24.3 months past the 10.5-month grace window.
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 MARSHALL INDUSTRIES, INC..
Plan sponsor
Name
MARSHALL INDUSTRIES, INC.
EIN
87-0310328
Address
3800 W 2100 S · SALT LAKE CITY, UT · 84120
Phone
(801) 266-2428
Industry
Electrical Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2025-11-24
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TRAVELLER & COMPANY LLC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS, INC. | 43-1451524 | — | CONSULTANT | $21K | — |
Investments
10 pooled funds· $4.0M
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| AMC RET DATE 2045 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $1.5M | 36.5% |
| AMC RET DATE 2035 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $870K | 21.6% |
| AMC RET DATE 2030 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $512K | 12.7% |
| AMC RET DATE 2025 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $447K | 11.1% |
| AMC IN RETIRMENT TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $237K | 5.9% |
| AMC RET DATE 2055 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $230K | 5.7% |
| AMC RET DATE 2040 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $127K | 3.2% |
| AMC RET DATE 2050 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $124K | 3.1% |
| METLIFE REL ST VAL 25053 -15 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | $2K | <0.1% |
| AMC RET DATE 2060 TRUST IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | $165 | <0.1% |
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