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Original filing (PDF)20251015175531NAL0002835219001
MARATHON HEALTH, LLC.
Form 5500
FILING_RECEIVED
MARATHON HEALTH, LLC. 401(K) PLAN
401(k) retirement plan
Signals · 2
No recordkeeper disclosed9 service providers
Active participants
1,516
Accounts w/ balance
1,795
Plan assets (EOY)
$81.1M
Net assets (EOY)
$81.1M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 33 bps in Schedule C fees — 103% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARATHON HEALTH, LLC..
Plan sponsor
Name
MARATHON HEALTH, LLC.
EIN
26-0103977
Address
10 W MARKET STREET, SUITE 2900 · INDIANAPOLIS, IN · 46204
Phone
(802) 857-0444
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2H · Partial participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MCSOLEY MCCOY & CO
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsOther
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $264K | — |
| DODGE & COX | 94-1441976 | — | NONE | $0 | — |
| JP MORGAN | 13-2624428 | — | NONE | $0 | — |
| COLUMBIA | 93-0577450 | — | NONE | $0 | — |
| AM BEACON | 75-2401150 | — | NONE | $0 | — |
| PIMCO | 33-0629048 | — | NONE | $0 | — |
| MFS | 04-2747644 | — | NONE | $0 | — |
| SCHWAB | 93-1130272 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
Investments
33 direct securities· $81.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2045 INV | — | — | — | $12.9M | 15.8% | |
| T. ROWE PRICE RETIREMENT 2050 INV | — | — | — | $10.5M | 13.0% | |
| T. ROWE PRICE RETIREMENT 2040 INV | — | — | — | $10.3M | 12.7% | |
| T. ROWE PRICE RETIREMENT 2035 INV | — | — | — | $9.2M | 11.3% | |
| T. ROWE PRICE RETIREMENT 2030 INV | — | — | — | $8.7M | 10.7% | |
| T. ROWE PRICE RETIREMENT 2055 INV | — | — | — | $6.7M | 8.3% | |
| T. ROWE PRICE RETIREMENT 2025 INV | — | — | — | $5.8M | 7.1% | |
| COLUMBIA LARGE CAP INDEX INSTL | — | — | — | $3.7M | 4.5% | |
| T. ROWE PRICE RETIREMENT 2060 INV | — | — | — | $2.2M | 2.7% | |
| JPMORGAN LARGE CAP GROWTH R6 | — | — | — | $2.0M | 2.5% | |
| T. ROWE PRICE RETIREMENT 2020 INV | — | — | — | $1.2M | 1.5% | |
| T. ROWE PRICE U.S. TREASURY MONEY INV | — | — | — | $996K | 1.2% | |
| PARTICIPANT LOANS | — | — | — | $922K | 1.1% | |
| T. ROWE PRICE STABLE VALUE N | — | — | — | $867K | 1.1% | |
| SCHWAB SMALL CAP INDEX | — | — | — | $483K | 0.6% | |
| T. ROWE PRICE INTL EQUITY INDEX INV | — | — | — | $474K | 0.6% | |
| T. ROWE PRICE CAPITAL APPRECIATION INV | — | — | — | $468K | 0.6% | |
| DODGE & COX INTERNATIONAL STOCK FUND I | — | — | — | $463K | 0.6% | |
| DODGE & COX INCOME FUND I | — | — | — | $432K | 0.5% | |
| T. ROWE PRICE HEALTH SCIENCES INV | — | — | — | $390K | 0.5% | |
| T. ROWE PRICE EXTENDED EQ MKT INDEX INV | — | — | — | $321K | 0.4% | |
| JPMORGAN MID-CAP GROWTH R6 | — | — | — | $313K | 0.4% | |
| COLUMBIA DIVIDEND INCOME INSTL3 | — | — | — | $281K | 0.3% | |
| MFS INTERNATIONAL GROWTH FUND CLASS R6 | — | — | — | $263K | 0.3% | |
| FIDELITY ADVISOR SMALL CAP GROWTH Z | — | — | — | $242K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 INV | — | — | — | $204K | 0.3% | |
| MFS MID CAP VALUE R6 | — | — | — | $197K | 0.2% | |
| AMERICAN BEACON SMALL CAP VALUE Y | — | — | — | $179K | 0.2% | |
| PIMCO INTERNATIONAL BOND (USD-HDG) INSTL | — | — | — | $141K | 0.2% | |
| T. ROWE PRICE RETIREMENT 2010 INV | — | — | — | $98K | 0.1% | |
| T. ROWE PRICE SPECTRUM INCOME INV | — | — | — | $92K | 0.1% | |
| T. ROWE PRICE RETIREMENT 2015 INV | — | — | — | $90K | 0.1% | |
| T. ROWE PRICE GOVERNMENT MONEY INV | — | — | — | $5K | <0.1% |