Assets by plan
Share of aggregate retirement assets
- LLC 401K PLAN (#001)$419K
Filings through .
Marsh Professional Group LLC
EIN 27-4278748financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.2M assets
Health & Benefits
0
Participants
11
504 EBENEZER ROAD - KNOXVILLE, TN 37923865-622-2162marshpros.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.2M assets / 11 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#002
MARSH PROFESSIONAL GROUP LLC CASH BALANCE PLAN
Cash balance
Assets$736K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MARSH PROFESSIONAL GROUP LLC 401K PLAN
401(k)
Assets$419K
Participants6
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 |
|---|---|---|---|---|---|
| #002 | MARSH PROFESSIONAL GROUP LLC CASH BALANCE PLAN | Cash balance | $736K | 5 | 2025 |
| #001 | MARSH PROFESSIONAL GROUP LLC 401K PLAN | 401(k) | $419K | 6 | 2025 |
- #002 · Cash balance · 20255
- #001 · 401(k) · 20256
Retirement plans