Original filing (PDF)20251010122103NAL0007707169001

MARDEN'S, INC.

Name: MARDEN'S, INC. — MARDEN'S, INC. 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MARDEN'S, INC.

Form 5500

FILING_RECEIVED

MARDEN'S, INC. 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

431

Accounts w/ balance

524

Plan assets (EOY)

$20.4M

Net assets (EOY)

$20.4M

How this plan invests

This plan

3 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARDEN'S, INC..

Plan sponsor

Name

MARDEN'S, INC.

EIN

01-0373270

Address

100 BENTON AVENUE · WINSLOW, ME · 04901

Phone

(207) 873-6113

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$73K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
VALMARK ADVISERS INC	—	AKRON, OH	INVESTMENT ADVISOR	$33K	—

Accountant / Auditor

Name	EIN	Location	Relation

Investments

3 pooled funds· $119K(1% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY · EIN 38-7289844 / PN 001	Common Collective Trust	$78K	0.4%
MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630	Common Collective Trust	$38K	0.2%

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