Back to filter
Original filing (PDF)20251014150430NAL0003231473001
THE MANDMARBLESTONE GROUP, LLC
Form 5500-SF
FILING_RECEIVED
THE MANDMARBLESTONE GROUP LLC 401K PROFIT SHARING PLAN
401(k) retirement plan
Active participants
47
Accounts w/ balance
56
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MANDMARBLESTONE GROUP, LLC.
Plan sponsor
Name
THE MANDMARBLESTONE GROUP, LLC
EIN
20-4780677
Address
1 RAYMOND DRIVE - SUITE 7 · HAVERTOWN, PA · 19083
Phone
(215) 222-5000
Industry
Law Offices· 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Law Offices plans
FENTON KANEDA & LITT LLP
FENTON KANEDA & LITT PROFIT SHARING 401(K) PLAN
$8.9M · 37 participants
FRIEDEMANN GOLDBERG WARGO HESS LLP
FRIEDEMANN GOLDBERG 401(K) PLAN AND TRUST
$8.9M · 20 participants
STUART TINLEY LAW FIRM LLP
STUART TINLEY LAW FIRM LLP KEOGH PLAN
$8.9M · 10 participants
RYWANT, ALVAREZ, JONES, RUSSO & GUYTON, P.A.
RYWANT, ALVAREZ, JONES, RUSSO & GUYTON 401(K) PROFIT SHARING PLAN & TRUST
$8.9M · 45 participants
BENDIN SUMRALL & LADNER, LLC
BENDIN SUMRALL & LADNER, LLC 401K PLAN
$8.9M · 44 participants
ANDERSON, ROBERTS, PORTH, WALLACE, STEWART & WERNER LLP
ANDERSON, ROBERTS, PORTH, WALLACE, STEWART & WERNER LLP 401(K) PROFIT SHARING PLAN
$8.9M · 15 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B