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Original filing (PDF)20250715052244NAL0001093395001
MARINE LAYER PBC
Form 5500
FILING_RECEIVED
MARINE LAYER 401(K) PLAN
401(k) retirement plan
Signals · 1
26% in single holding
Active participants
274
Accounts w/ balance
411
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "AMERICAN FUNDS 2055 TARGET R6" is 26% of plan.
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARINE LAYER PBC.
Plan sponsor
Name
MARINE LAYER PBC
EIN
26-4763175
Address
1572 CALIFORNIA STREET · SAN FRANCISCO, CA · 94109
Phone
(415) 994-7540
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
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON AND BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP REITREMENT SERVICES | 80-0833114 | — | INVESTMENT/FINANCIAL ADVI | $15K | — |
Investments
28 direct securities · 1 pooled fund· $6.2M(98% 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.
Registered Investment Companies
$6.2M
28 holdings
Common Collective Trust
$22K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.6M | 25.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 17.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $886K | 14.0% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $732K | 11.6% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $428K | 6.8% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $282K | 4.4% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $277K | 4.4% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $271K | 4.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $101K | 1.6% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $87K | 1.4% | |
| ALLSPRING SMID CAP GROWTH R6 | Registered Investment Companies | — | — | $50K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $49K | 0.8% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $42K | 0.7% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $37K | 0.6% | |
| BR SUSTADV LARGECAPCORE K | Registered Investment Companies | — | — | $35K | 0.6% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $30K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $28K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $27K | 0.4% | |
| FID INTL SUSTAIN INDEX | Registered Investment Companies | — | — | $26K | 0.4% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $25K | 0.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $22K | 0.4% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $15K | 0.2% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $14K | 0.2% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| MIROVA GLOBAL MEGATRENDS N | Registered Investment Companies | — | — | $7K | 0.1% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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