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Original filing (PDF)20251219154521NAL0003494515001
MARTECH MEDICAL PRODUCTS, INC.
Form 5500
FILING_RECEIVED
MARKEL 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 1.1 mo
Active participants
304
Accounts w/ balance
396
Plan assets (EOY)
$32.7M
Net assets (EOY)
$32.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
99
/ 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
96
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTECH MEDICAL PRODUCTS, INC..
Plan sponsor
Name
MARTECH MEDICAL PRODUCTS, INC.
EIN
23-2065583
Address
1500 DELP DRIVE · HARLEYSVILLE, PA · 19438
Phone
(215) 256-8833
Industry
Manufacturingsee 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
2025-12-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAUM SMITH CLEMENS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
Investments
31 direct securities · 1 pooled fund· $61.9M(100% 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.
Uncategorized
$32.7M
31 holdings
Pooled Separate Account
$29.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $29.2M | 89.1% | |
| Empower S&P 500 Index Pooled separate account | — | — | — | $3.9M | 11.9% | |
| Guaranteed Portfolio Insurance Company - general account | — | — | — | $3.6M | 10.9% | |
| Empower Large Cap Value Investor II Pooled separate account | — | — | — | $3.4M | 10.3% | |
| Empower Large Cap Growth Pooled separate account | — | — | — | $2.9M | 8.8% | |
| Empower Moderate Profile Pooled separate account | — | — | — | $2.6M | 8.0% | |
| Empower Conservative Profile Pooled separate account | — | — | — | $1.8M | 5.5% | |
| Empower Aggressive Profile Pooled separate account | — | — | — | $1.6M | 4.8% | |
| Empower S&P Small Cap 600 Index Pooled separate account | — | — | — | $1.4M | 4.3% | |
| Empower T. Rowe Price Mid Cap Growth Pooled separate account | — | — | — | $1.3M | 3.9% | |
| American Funds Growth Fund of Amer R3 Pooled separate account | — | — | — | $1.2M | 3.7% | |
| Invesco Global A Pooled separate account | — | — | — | $1.1M | 3.2% | |
| Empower S&P Mid Cap 400 Index Pooled separate account | — | — | — | $956K | 2.9% | |
| Marsico Focus Pooled separate account | — | — | — | $752K | 2.3% | |
| JP Morgan US Research Enhanced Equity A Pooled separate account | — | — | — | $705K | 2.2% | |
| Empower Mid Cap Value Pooled separate account | — | — | — | $563K | 1.7% | |
| Virtus Ceredex Mid Cap Value Equity A Pooled separate account | — | — | — | $462K | 1.4% | |
| Clearbridge Small Cap Growth A Pooled separate account | — | — | — | $462K | 1.4% | |
| Empower International Value Pooled separate account | — | — | — | $459K | 1.4% | |
| Invesco Comstock - R Pooled separate account | — | — | — | $456K | 1.4% | |
| Fidelity Advisor Leveraged Co Stk M Pooled separate account | — | — | — | $444K | 1.4% | |
| PIMCO Total Return Admin Pooled separate account | — | — | — | $429K | 1.3% | |
| American Funds EuroPacific Growth R3 Pooled separate account | — | — | — | $374K | 1.1% | |
| Empower Small Cap Value Inv Pooled separate account | — | — | — | $370K | 1.1% | |
| Empower Multi-Sector Bond Pooled separate account | — | — | — | $312K | 1.0% | |
| Empower Real Estate Index Pooled separate account | — | — | — | $300K | 0.9% | |
| Empower Bond Index Pooled separate account | — | — | — | $296K | 0.9% | |
| Columbia Large Cap Value A Pooled separate account | — | — | — | $280K | 0.9% | |
| Empower U.S. Government Securities Pooled separate account | — | — | — | $160K | 0.5% | |
| Empower International Index Pooled separate account | — | — | — | $141K | 0.4% | |
| Macquarie Small Cap Core A Pooled separate account | — | — | — | $116K | 0.4% | |
| Putnam Income A Pooled separate account | — | — | — | $55K | 0.2% |
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