How big is Peter Marino Architect, PLLC's plan?

Peter Marino Architect, PLLC's plan reported $41.8M in assets and 185 participants for 2024.

Original filing (PDF)20250929150559NAL0005102323001

Peter Marino Architect, PLLC

Name: Peter Marino Architect, PLLC — 401(k) Savings Plan, Form 5500 (2024)
Creator: Peter Marino Architect, PLLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) Savings Plan for Peter Marino Architect, PLLC

401(k) retirement plan · Peter Marino Architect, PLLC's 401(k) Savings Plan for Peter Marino Architect, PLLC held $41.8M in plan assets for 185 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

High average account balanceSelf-directed brokerage offered

Active participants

185

Accounts w/ balance

159

Plan assets (EOY)

$41.8M

Net assets (EOY)

$41.8M

People on this filing

Scott LOHR signed Peter Marino Architect, PLLC's 2024 Form 5500 as plan administrator.

Scott LOHR — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Peter Marino Architect, PLLC's EIN is 13-3070339.

EIN 13-3070339

Plan number 001

Plan year 2024

ACK ID 20250929150559NAL0005102323001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Peter Marino Architect, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Peter Marino Architect, PLLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETER MARINO ARCHITECT, PLLC.

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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

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (18th percentile).

Helping the score

Below-peer total plan cost (88th percentile).
High average account balance (99th percentile).

Plan sponsor

Name

PETER MARINO ARCHITECT, PLLC

EIN

all filings

Address

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

Phone

(212) 752-5444

Industry

Professional & Technical Services

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

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)

Mutual Funds

$35.9M

31 holdings

Common Collective Trusts

$5.2M

5 holdings

Other securities

$350K

1 holding

U.S. Treasuries

$284K

3 holdings

Self-Directed Brokerage

$7K

1 holding

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