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Filings through Oct 24, 2026.

Top hat

P. L. Marketing Inc.

EIN 31-1276521-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$162.5M assets
Health & Benefits
1
$998K premiums
Participants
6,536
300 DAVE COWENS DR, 8TH FLOOR - NEWPORT, KY 41071859-292-4601plmarketing.netLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
3 filings
#002ESOP-$104.0M - 1,619 part#001401(k)-$58.5M - 2,586 part#501Mixed-$998K - 1,600 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $162.5M assets / 4,205 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$104.0M
  • INC. 401(K) Savings (#001)$58.5M
Total $162.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$104.0M
  • MERRILL LYNCH PIERCE FENNER & SMITH$58.5M
Total $162.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 401(K) Savings (#001)2,586
  • EMPLOYEE STOCK OWNERSHIP (#002)1,619
Total 4,205Select a row to open it

Benefits portfolio analytics

1 plan / $998K premiums / 1,600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$585K
  • Life$578K
  • Long-term disability$578K
  • Dental$344K
  • Vision$70K
Total $998K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

P.L MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$104.0M
Participants1,619
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

P. L. MARKETING INC. 401(K) SAVINGS PLAN

401(k)

Assets$58.5M
Participants2,586
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PL MARKETING, INC. SECTION 125 PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$998K
Covered lives1,600
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002P.L MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$104.0M1,6192024
#001P. L. MARKETING INC. 401(K) SAVINGS PLAN401(k)$58.5M2,5862025
  • P.L MARKETING, INC. EMPLOYEE STOCK OWNERSHIP PLAN$104.0M
    #002 · ESOP · 20241,619
  • P. L. MARKETING INC. 401(K) SAVINGS PLAN$58.5M
    #001 · 401(k) · 20252,586

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PL MARKETING, INC. SECTION 125 PLANMixedRELIASTAR LIFE INSURANCE COMPANY$998K1,6002025
  • PL MARKETING, INC. SECTION 125 PLAN$998K
    #501 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 20251,600
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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