Original filing (PDF)20250929150559NAL0005102323001

PETER MARINO ARCHITECT, PLLC

Name: PETER MARINO ARCHITECT, PLLC — 401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC, Form 5500 (2024)
Creator: PETER MARINO ARCHITECT, PLLC

Form 5500

FILING_RECEIVED

401(K) SAVINGS PLAN FOR PETER MARINO ARCHITECT, PLLC

401(k) retirement plan

Active participants

185

Accounts w/ balance

159

Plan assets (EOY)

$41.8M

Net assets (EOY)

$41.8M

How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

100

/ 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

100

Total plan cost

100

Vendor stack

100

Participation health

100

Helping the score

Below-peer total fees (3 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETER MARINO ARCHITECT, PLLC.

Plan sponsor

Name

PETER MARINO ARCHITECT, PLLC

EIN

13-3070339

Address

150 EAST 58TH STREET · NEW YORK, NY · 101550002

Phone

(212) 752-5444

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2E · Profit-sharing

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

2R · Participant-directed brokerage (SDBA)

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$7K	—

Investments

41 direct securities· $41.8M(100% of reported assets)

Uncategorized

$41.2M

40 holdings

Mutual Funds

$537K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Fidelity Investments Freedom Index 2035 IPR	—	—	—	$6.7M	16.0%
Fidelity Investments Large Cap Growth Index	—	—	—	$4.4M	10.5%
Fidelity Investments Freedom Index 2030 IPR	—	—	—	$3.6M	8.7%
Fidelity Investments 500 Index	—	—	—	$3.2M	7.6%
Fidelity Investments Freedom Index 2020 IPR	—	—	—	$2.4M	5.8%
Fidelity Investments Freedom Index 2045 IPR	—	—	—	$2.1M	5.0%
Fidelity Investments Freedom Index 2040 IPR	—	—	—	$2.0M	4.8%
Fidelity Investments Brokeragelink Common Stock	—	—	—	$1.8M	4.3%
Fidelity Investments Freedom Index 2015 IPR	—	—	—	$1.7M	4.0%
Fidelity Investments Large Cap Value Index	—	—	—	$1.6M	3.8%
Fidelity Investments Brokeragelink Unit	—	—	—	$1.6M	3.7%
Fidelity Investments Freedom Index 2050 IPR	—	—	—	$1.2M	3.0%
Fidelity Investments Total Market Index	—	—	—	$992K	2.4%
Fidelity Investments Freedom Index 2025 IPR	—	—	—	$822K	2.0%
Fidelity Investments Extended Market Index Fund	—	—	—	$763K	1.8%
Fidelity Investments Mid Cap Growth Index	—	—	—	$695K	1.7%
Fidelity Investments International Index	—	—	—	$615K	1.5%
Fidelity Investments Brokeragelink Cash	—	—	—	$593K	1.4%
s * Fidelity Investments US Bond Index	Mutual Funds	—	—	$537K	1.3%
Fidelity Investments Small Cap Index	—	—	—	$529K	1.3%
Fidelity Investments Government Money Market K6	—	—	—	$495K	1.2%
Fidelity Investments Freedom Index 2055 IPR	—	—	—	$443K	1.1%
Fidelity Investments Small Cap Growth Index	—	—	—	$388K	0.9%
Fidelity Investments Emerging Markets Index	—	—	—	$358K	0.9%
Participants notes. -	—	—	—	$350K	0.8%
Fidelity Investments Total International Index	—	—	—	$243K	0.6%
Fidelity Investments Intermediate Treasury Bond Index Fund	—	—	—	$217K	0.5%
Fidelity Investments Global Ex US Index	—	—	—	$192K	0.5%
Fidelity Investments Short-Term Bond Index Fund	—	—	—	$186K	0.4%
Fidelity Investments Real Estate Index	—	—	—	$164K	0.4%
Fidelity Investments Freedom 2065 IPR	—	—	—	$139K	0.3%
Fidelity Investments Freedom Index 2060 IPR	—	—	—	$138K	0.3%
Fidelity Investments Mid Cap Value Index	—	—	—	$129K	0.3%
Fidelity Investments Inflation-Protected Bond Index Fund	—	—	—	$104K	0.2%
Fidelity Investments Freedom Index Income Fund IPR ** 7 * Fidelity Investments Freedom Index 2010 IPR	—	—	—	$99K	0.2%
Fidelity Investments International Bond Index	—	—	—	$89K	0.2%
Fidelity Investments Mid Cap Index	—	—	—	$87K	0.2%
Fidelity Investments Small Cap Value Index	—	—	—	$83K	0.2%
Fidelity Investments Long-Term Treasury Bond Index Fund	—	—	—	$60K	0.1%
Fidelity Investments Short-Term Treasury Bond Index Fund	—	—	—	$7K	<0.1%
Self-directed brokerage * Fidelity Investments Brokeragelink Option	—	—	—	$7K	<0.1%