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Sponsor portfolio

MARSH ROYALTY REAL ESSTATE

EIN 92-1409758-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
2
$300K assets
Welfare
0
Participants
16
P.O. BOX 282 - BANGOR, ME 04402207-974-6606
Plans on this EIN
2 filings
#002CashBalance-$225K - 8 part#001ProfitSharing-$75K - 8 part

Retirement portfolio analytics

2 plans aggregated / $300K assets / 16 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • ESSTATE RETIREMENT PLAN (#002)75%
  • PROFIT SHARING PLAN (#001)25%
Total $300KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ESSTATE RETIREMENT PLAN (#002)8
  • PROFIT SHARING PLAN (#001)8
Total 16Click 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

MARSH ROYALTY REAL ESSTATE RETIREMENT PLAN

CashBalance

Assets$225K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MARSH ROYALTY REAL ESSTATE PROFIT SHARING PLAN

ProfitSharing

Assets$75K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MARSH ROYALTY REAL ESSTATE RETIREMENT PLANCashBalance$225K82025
001MARSH ROYALTY REAL ESSTATE PROFIT SHARING PLANProfitSharing$75K82025
Retirement plans
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