Assets by plan
Share of aggregate retirement assets
68%top
Sponsor portfolio
MARSH PROFESSIONAL GROUP LLC
EIN 27-4278748financial servicesLatest filing 2024
Plans
2
Retirement
2
$914K assets
Welfare
0
Participants
10
504 EBENEZER ROAD - KNOXVILLE, TN 37923865-622-2162marshpros.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $914K assets / 10 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#002
MARSH PROFESSIONAL GROUP LLC CASH BALANCE PLAN
CashBalance
Assets$618K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MARSH PROFESSIONAL GROUP LLC 401K PLAN
401k
Assets$295K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MARSH PROFESSIONAL GROUP LLC CASH BALANCE PLAN | CashBalance | $618K | 5 | 2024 | |
| 001 | MARSH PROFESSIONAL GROUP LLC 401K PLAN | 401k | $295K | 5 | 2024 |
Retirement plans