Assets by plan
Share of aggregate retirement assets
- PLAN & TR. (#003)$21.2M
Filings through .
J. L. Marshall & Sons, Inc.
EIN 05-0178105constructionLatest filing 2025
Plans
2
Retirement
2
$28.7M assets
Health & Benefits
0
Participants
137
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $28.7M assets / 137 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
J. L. MARSHALL & SONS, INC. & GRANDE EAST CORP. THRIFT 401 (K) PLAN & TR.
401(k)
Assets$21.2M
Participants65
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
J. L. MARSHALL & SONS, INC. PROFIT SHARING PLAN
Profit-sharing
Assets$7.5M
Participants72
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | J. L. MARSHALL & SONS, INC. & GRANDE EAST CORP. THRIFT 401 (K) PLAN & TR. | 401(k) | $21.2M | 65 | 2025 |
| #002 | J. L. MARSHALL & SONS, INC. PROFIT SHARING PLAN | Profit-sharing | $7.5M | 72 | 2025 |
- #003 · 401(k) · 202565
- #002 · Profit-sharing · 202572
Retirement plans