Original filing (PDF)20231006075721NAL0045624290001

MARTY SUSSMAN ORGANIZATION, INC.

Name: MARTY SUSSMAN ORGANIZATION, INC. — MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: MARTY SUSSMAN ORGANIZATION, INC.

Form 5500

FILING_RECEIVED

MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

152

Accounts w/ balance

140

Plan assets (EOY)

$11.4M

Net assets (EOY)

$11.4M

How this plan invests

This plan

1 collective trust

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 MARTY SUSSMAN ORGANIZATION, INC..

Plan sponsor

Name

MARTY SUSSMAN ORGANIZATION, INC.

EIN

23-2087732

Address

P.O. BOX 627 · JENKINTOWN, PA · 19046

Phone

(267) 843-4806

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-10-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
NEWPORT GROUP, INC.	27-2037969	—	RECORDKEEPER	$50K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CORNERSTONE	75-3204798	BETHLEHEM, PA	INVESTMENT ADVISOR	$5K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

1 pooled fund· $3K(0% 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.