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Sponsor portfolio

MARTIN FUNDS, LTD.

EIN 45-5536718-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$1.2M assets
Welfare
0
Participants
15
W156 N8327 PILGRIM ROAD - MENOMONEE FALLS, WI 53051866-838-2132
Plans on this EIN
2 filings
#001401k-$925K - 9 part#002CashBalance-$247K - 6 part

Retirement portfolio analytics

2 plans aggregated / $1.2M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • LTD. RETIREMENT PLAN (#001)79%
  • CASH BALANCE PLAN (#002)21%
Total $1.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • LTD. RETIREMENT PLAN (#001)9
  • CASH BALANCE PLAN (#002)6
Total 15Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MARTIN FUNDS, LTD. RETIREMENT PLAN

401k

Assets$925K
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARTIN FUNDS LTD CASH BALANCE PLAN

CashBalance

Assets$247K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARTIN FUNDS, LTD. RETIREMENT PLAN401k$925K92025
002MARTIN FUNDS LTD CASH BALANCE PLANCashBalance$247K62025
Retirement plans
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