Krissy GOFF signed Markon, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Markon, LLC's EIN is 26-0600919.
Download the official 2024 Form 5500 (PDF) for Markon, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Markon, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 | — | BROKER | $50 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $6.8M | 16.0% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $5.9M | 14.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $4.4M | 10.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $4.1M | 9.7% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $4.0M | 9.5% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $2.1M | 5.1% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $1.9M | 4.6% | |
| JPMORGAN US VALUE R6 | Registered Investment Companies | — | — | $1.5M | 3.7% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $1.5M | 3.5% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $769K | 1.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $719K | 1.7% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $608K | 1.4% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $605K | 1.4% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $601K | 1.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $468K | 1.1% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $441K | 1.0% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $434K | 1.0% | |
| NUVEEN LC INDEX 2010 R6 292 REGISTERED INVESTMENT COMPANY ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $349K | 0.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $288K | 0.7% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $241K | 0.6% | |
| FIDELITY INTL GROWTH Z | Registered Investment Companies | — | — | $210K | 0.5% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $185K | 0.4% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $124K | 0.3% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $117K | 0.3% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $94K | 0.2% | |
| FEDERATED KAUFMANN SMALLCAP R6 | Registered Investment Companies | — | — | $94K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $93K | 0.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $75K | 0.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $44K | 0.1% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $27K | <0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $24K | <0.1% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| JPMORGAN CORPORATE BOND R6 | Registered Investment Companies | — | — | $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 |
|---|---|---|---|---|---|
| SEIA LLC | 95-4806910 | — | INVESTMENT/FINANCIAL ADVI | $60K | — |
