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  2. J. MARCHESE AND SONS, INC.
Sponsor portfolio

J. MARCHESE AND SONS, INC.

EIN 04-2549550-Construction-Latest filing 2025
Plans
2
Retirement
2
$4.6M assets
Welfare
0
Participants
44
69 NORMAN STREET - EVERETT, MA 02149617-389-4040
Plans on this EIN
2 filings
#001MoneyPurchase-$3.6M - 36 part#002401k-$994K - 8 part

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 44 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • AND SONS PENSION (#001)78%
  • PROFIT SHARING PLAN (#002)22%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND SONS PENSION (#001)36
  • PROFIT SHARING PLAN (#002)8
Total 44Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARCHESE AND SONS PENSION PLAN

MoneyPurchase

Assets$3.6M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARCHESE AND SONS PROFIT SHARING PLAN

401k

Assets$994K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARCHESE AND SONS PENSION PLANMoneyPurchase$3.6M362025
002MARCHESE AND SONS PROFIT SHARING PLAN401k$994K82025
Retirement plans
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