Marshall Retail Group 401(K) Retirement Plan — Form 5500 plan (The Marshall Retail Group, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Marshall Retail Group 401(K) Retirement Plan is a benefit plan reported by The Marshall Retail Group, LLC under EIN 56-2305713 and plan number 001. The latest loaded filing year is 2023. The filing reports 766 participants and $9,921,400 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Marshall Retail Group, LLC
- EIN
- 56-2305713
- Plan number
- 001
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 766
- End-of-year plan assets
- $9,921,400
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 766 | H, C | 20250324164729NAL0019694224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,921,400
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,921,400
- Net assets (BOY)
- $8,513,086
Income & contributions
- Employer contributions
- $277,621
- Participant contributions
- $985,956
- Total contributions
- $1,612,271
- Total income / additions
- $2,996,047
Expenses & distributions
- Benefits paid
- $1,511,054
- Administrative expenses
- $12,037
- Total expenses
- $1,587,733
- Net increase / (decrease)
- $1,408,314
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $60,790 | $0 | 2023 |
| Lpl Financial LLC | BROKER/ADVISOR | $0 | $37,551 | 2023 |
| The Retirement Advantage | CONTRACT ADMIN | $12,476 | not reported in the loaded dataset | 2023 |
| Morningstar Inc Associates LLC | OTHER | $3,370 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,714 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Marshall Retail Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Empower Annuity Insurance Company — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- The Retirement Advantage — Schedule C compensation
- Morningstar Inc Associates LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation