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Sponsor portfolio

MARSHALL INDUSTRIAL TECHNOLOGIES

EIN 21-0682061-construction-Latest filing 2025
Plans
3
Retirement
2
$14.7M assets
Welfare
1
$62K premiums
Participants
440
529 SOUTH CLINTON AVE - TRENTON, NJ 08611609-394-7153marshallindtech.comLinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002401k-$14.5M - 117 part#003ESOP-$175K - 113 part#511Fully Insured-$62K - 210 lives

Retirement portfolio analytics

2 plans aggregated / $14.7M assets / 230 participants

Assets by plan

Share of aggregate retirement assets

99%top
  • & RETIREMENT PLAN (#002)99%
  • EMPLOYEE STOCK OWNERSHIP (#003)1%
Total $14.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#002)117
  • EMPLOYEE STOCK OWNERSHIP (#003)113
Total 230Click row to drill in

Benefits portfolio analytics

1 plan / $62K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$62K
  • Long-term disability$62K
Total $62K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $62K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • CHRISTI GROUP LLC69%
  • ASSUREDPARTNERS31%
Total $10K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MARSHALL INDUSTRIAL TECHNOLOGIES SAVINGS & RETIREMENT PLAN

401k

Assets$14.5M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MARSHALL INDUSTRIAL TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$175K
Participants113
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

MARSHALL INDUSTRIAL TECHNOLOGIES LIFE & DISABILITY PLAN

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$62K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARSHALL INDUSTRIAL TECHNOLOGIES SAVINGS & RETIREMENT PLAN401k$14.5M1172024
003MARSHALL INDUSTRIAL TECHNOLOGIES EMPLOYEE STOCK OWNERSHIP PLANESOP$175K1132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511MARSHALL INDUSTRIAL TECHNOLOGIES LIFE & DISABILITY PLANFully InsuredPRINCIPAL LIFE INSURANCE COMPANY$62K2102025
Retirement plans
Welfare plans
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