William Durkin signed Marwen, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marwen, Inc.'s EIN is 23-2258671.
Download the official 2024 Form 5500 (PDF) for Marwen, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marwen, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE WEALTH ADVISORS LLC | 82-1809109 | — | INVESTMENT ADVISORY | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Growth Fidelity Investments Opportunities I | Mutual Funds | — | — | $2.5M | 40.1% | |
| Federated Hermes MDT Mid Cap Growth | Other securities | — | — | $1.8M | 28.5% | |
| Hartford Dividend and Growth R6 | Other securities | — | — | $333K | 5.3% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $223K | 3.5% | |
| Transamerica Life Insurance Transamerica Stable Value Fund * Company *** | Stable Value | — | — | $192K | 3.0% | |
| Vanguard Target Retirement Vanguard 2050 | Mutual Funds | — | — | $174K | 2.8% | |
| Participant Loans Loan Fund (4.25% - 9.50%) | Bonds / Notes | — | $164K | $164K | 2.6% | |
| American Funds American Funds Balanced | Mutual Funds | — | — | $117K | 1.8% | |
| Vanguard Target Retirement Vanguard 2045 | Mutual Funds | — | — | $105K | 1.7% | |
| Federated Hermes High Yield Bond Federated Hermes Inst | Other securities | — | — | $95K | 1.5% | |
| T Rowe Price T Rowe Price Global Stock | Mutual Funds | — | — | $92K | 1.5% | |
| Vanguard Target Retirement Vanguard 2055 | Mutual Funds | — | — | $60K | 1.0% | |
| Columbia Small Cap Growth A | Other securities | — | — | $49K | 0.8% | |
| Fidelity Investments Fidelity Advisor Small Cap Value I | Mutual Funds | — | — | $48K | 0.8% | |
| American Century Mid Cap Value American Century Fund | Other securities | — | — | $48K | 0.8% | |
| Vanguard Target Retirement Vanguard 2025 | Mutual Funds | — | — | $46K | 0.7% | |
| Vanguard Target Retirement Vanguard 2035 | Mutual Funds | — | — | $37K | 0.6% | |
| Vanguard Target Retirement Vanguard 2065 | Mutual Funds | — | — | $29K | 0.5% | |
| Transamerica Life Insurance Transamerica Expense Budget * Company Money Market Account | Cash / Money Market | — | — | $26K | 0.4% | |
| Voya Intermediate Bond R6 | Other securities | — | — | $25K | 0.4% | |
| Vanguard Target Retirement Vanguard 2030 | Mutual Funds | — | — | $18K | 0.3% | |
| Cohen & Steers Global Realty Z | Other securities | — | — | $17K | 0.3% | |
| Vanguard Target Retirement Vanguard 2040 | Mutual Funds | — | — | $17K | 0.3% | |
| Vanguard Target Retirement Vanguard 2060 | Mutual Funds | — | — | $15K | 0.2% | |
| Dodge & Cox Global Bond X | Mutual Funds | — | — | $13K | 0.2% | |
| BlackRock Inflation Protected Bond BlackRock Fund | Other securities | — | — | $12K | 0.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $12K | 0.2% | |
| PIMCO RAE Emerging Markets Institutional | Mutual Funds | — | — | $7K | 0.1% | |
| Vanguard Target Retirement Vanguard Income | Mutual Funds | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRAIL MERKEL QUINN & ASSOCIATES | 22-2226550 | — | AUDIT | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFITS GROUP, LLC | 30-0021518 | — | OTHER SERVICES | $8K | — |
