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Original filing (PDF)20251017073445NAL0003656595001
MARWEN, INC.
Form 5500
FILING_RECEIVED
SCRANTON DODGE 401(K) PLAN
401(k) retirement plan
Signals · 1
27% in single holding
Active participants
106
Accounts w/ balance
131
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
86
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity Adv Gr Opps I" is 27% of plan.
- 64 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARWEN, INC..
Plan sponsor
Name
MARWEN, INC.
EIN
23-2258671
Address
1146 WYOMING AVENUE · SCRANTON, PA · 18509
Phone
(570) 344-1261
Industry
Retail Tradesee 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
2025-10-17
Pension benefit codes
2E · Profit-sharing
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
MMQ & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCE WEALTH ADVISORS LLC | 82-1809109 | — | INVESTMENT ADVISORY | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCGRAIL MERKEL QUINN & ASSOCIATES | 22-2226550 | — | AUDIT | $8K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFITS GROUP, LLC | 30-0021518 | — | OTHER SERVICES | $8K | — |
Investments
32 direct securities· $9.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Adv Gr Opps I | — | — | — | $2.5M | 40.1% | |
| Fidelity Advisor Growth Fidelity Investments Opportunities I | — | — | — | $2.5M | 40.1% | |
| Federated Hermes MDT Mid Cap Growth | — | — | — | $1.8M | 28.5% | |
| Hartford Dividend and Growth R6 | — | — | — | $333K | 5.3% | |
| Vanguard 500 Index Adm | — | — | — | $223K | 3.5% | |
| Transamerica Life Insurance Transamerica Stable Value Fund * Company *** | — | — | — | $192K | 3.0% | |
| Vanguard Target Retirement Vanguard 2050 | — | — | — | $174K | 2.8% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $164K | 2.6% | |
| Participant Loans Loan Fund (4.25% - 9.50%) | — | — | $164K | $164K | 2.6% | |
| American Funds American Funds Balanced | — | — | — | $117K | 1.8% | |
| Vanguard Target Retirement Vanguard 2045 | — | — | — | $105K | 1.7% | |
| Federated Hermes High Yield Bond Federated Hermes Inst | — | — | — | $95K | 1.5% | |
| T Rowe Price T Rowe Price Global Stock | — | — | — | $92K | 1.5% | |
| Vanguard Target Retirement Vanguard 2055 | — | — | — | $60K | 1.0% | |
| Columbia Small Cap Growth A | — | — | — | $49K | 0.8% | |
| Fidelity Investments Fidelity Advisor Small Cap Value I | — | — | — | $48K | 0.8% | |
| American Century Mid Cap Value American Century Fund | — | — | — | $48K | 0.8% | |
| Vanguard Target Retirement Vanguard 2025 | — | — | — | $46K | 0.7% | |
| Vanguard Target Retirement Vanguard 2035 | — | — | — | $37K | 0.6% | |
| Vanguard Target Retirement Vanguard 2065 | — | — | — | $29K | 0.5% | |
| Transamerica Life Insurance Transamerica Expense Budget * Company Money Market Account | — | — | — | $26K | 0.4% | |
| Voya Intermediate Bond R6 | — | — | — | $25K | 0.4% | |
| Vanguard Target Retirement Vanguard 2030 | — | — | — | $18K | 0.3% | |
| Cohen & Steers Global Realty Z | — | — | — | $17K | 0.3% | |
| Vanguard Target Retirement Vanguard 2040 | — | — | — | $17K | 0.3% | |
| Vanguard Target Retirement Vanguard 2060 | — | — | — | $15K | 0.2% | |
| Dodge & Cox Global Bond X | — | — | — | $13K | 0.2% | |
| BlackRock Inflation Protected Bond BlackRock Fund | — | — | — | $12K | 0.2% | |
| Vanguard Small Cap Index Adm | — | — | — | $12K | 0.2% | |
| PIMCO RAE Emerging Markets Institutional | — | — | — | $7K | 0.1% | |
| Vanguard Target Retirement Vanguard Income | — | — | — | $6K | <0.1% | |
| Vanguard Target Retirement 2020 | — | — | — | $1K | <0.1% |
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