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  2. MARIGOLD MARKETING, LLC
Sponsor portfolio

MARIGOLD MARKETING, LLC

EIN 51-0414245-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
2
$3.8M assets
Welfare
0
Participants
4
18750 SE PINENEEDLE LANE - TESQUESTA, FL 33469302-655-2955
Plans on this EIN
2 filings
#002CashBalance-$3.4M - 2 part#003401k-$427K - 2 part

Retirement portfolio analytics

2 plans aggregated / $3.8M assets / 4 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PLAN AND TRUST (#002)89%
  • PLAN AND TRUST (#003)11%
Total $3.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)2
  • PLAN AND TRUST (#003)2
Total 4Click 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#002

MARIGOLD MARKETING, LLC CASH BALANCE PENSION PLAN AND TRUST

CashBalance

Assets$3.4M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MARIGOLD MARKETING, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$427K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARIGOLD MARKETING, LLC CASH BALANCE PENSION PLAN AND TRUSTCashBalance$3.4M22024
003MARIGOLD MARKETING, LLC 401(K) PROFIT SHARING PLAN AND TRUST401k$427K22025
Retirement plans
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