Original filing (PDF)20230825151811NAL0000626755001

MARTINGALE & COMPANY, INC.

Name: MARTINGALE & COMPANY, INC. — MARTINGALE & COMPANY 401(K) SAVINGS PLAN, Form 5500 (2022)
Creator: MARTINGALE & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

MARTINGALE & COMPANY 401(K) SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTINGALE & COMPANY, INC..

Plan sponsor

Name

MARTINGALE & COMPANY, INC.

EIN

91-1539565

Address

18939 120TH AVE NE · SUITE 101 · BOTHELL, WA · 98011

Phone

(425) 368-1361

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-07-01

Tax period

2023-06-16

Filed

2023-08-25

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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