Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE MARSHALL FINANCIAL GROUP, INC.
EIN 23-2169141financial servicesLatest filing 2025
Plans
2
Retirement
2
$19.5M assets
Welfare
0
Participants
44
33 WEST COURT STREET - DOYLESTOWN, PA 18901215-348-9393marshallfinancial.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.5M assets / 44 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$10.1M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN
401k
Assets$9.5M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | MARSHALL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $10.1M | 24 | 2024 | |
| 003 | THE MARSHALL FINANCIAL GROUP, INC. 401(K) PLAN | 401k | $9.5M | 20 | 2025 |
Retirement plans