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Original filing (PDF)20251014133242NAL0006083650009
MARXENT LABS, LLC
Form 5500
FILING_RECEIVED
MARXENT LABS 401(K) PLAN
401(k) retirement plan
Signals · 1
44% in single holding
Active participants
123
Accounts w/ balance
171
Plan assets (EOY)
$6.8M
Net assets (EOY)
$6.8M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
78
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Group Total Stock Index Admiral Class Mutual Fund" is 44% of plan.
Helping the score
- Below-peer total fees (9 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARXENT LABS, LLC.
Plan sponsor
Name
MARXENT LABS, LLC
EIN
27-4312096
Address
218 E BEARSS AVE · 414 · TAMPA, FL · 33613
Phone
(727) 851-9522
Industry
Professional & Technical Servicessee 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
2025-10-14
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $6K | — |
Investments
24 direct securities· $6.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Total Stock Index Admiral Class Mutual Fund | — | — | — | $3.0M | 43.8% | |
| Vanguard Funds Developed Markets Index Admiral Mutual Fund | — | — | — | $1.2M | 17.7% | |
| Vanguard Group Bond Index Admiral Class Mutual Fund | — | — | — | $839K | 12.3% | |
| Vanguard Emerging Markets Stock Admiral Class Mutual Fund | — | — | — | $582K | 8.6% | |
| Vanguard Funds Total International Bond Index Mutual Fund | — | — | — | $298K | 4.4% | |
| Vanguard Specialized DIV REIT Index Fund Admiral Shares Mutual Fund | — | — | — | $279K | 4.1% | |
| Vanguard Group Reserve Federal Money Market Fund Mutual Fund | — | — | — | $164K | 2.4% | |
| Vanguard Group Growth Index Admiral Mutual Fund | — | — | — | $82K | 1.2% | |
| Vanguard Group Index 500 Admiral Mutual Fund | — | — | — | $51K | 0.8% | |
| Vanguard Utilities Index Admiral Mutual Fund | — | — | — | $48K | 0.7% | |
| Participant Loans to participants, bearing interest from 4.25% to 9.50% | — | — | — | $48K | 0.7% | |
| Vanguard Short-Term Inflation Protected Securities Index Admiral Mutual Fund | — | — | — | $36K | 0.5% | |
| Vanguard Information Technology Index Admiral Mutual Fund | — | — | — | $33K | 0.5% | |
| Vanguard Group Mid Cap Index Admiral Mutual Fund | — | — | — | $27K | 0.4% | |
| Vanguard Group Extended Market Index Mutual Fund | — | — | — | $27K | 0.4% | |
| Vanguard Group Small Cap Index Admiral Mutual Fund | — | — | — | $26K | 0.4% | |
| Vanguard Pacific Stock Index Fund Admiral Mutual Fund | — | — | — | $14K | 0.2% | |
| Vanguard Telecom Services Index Admiral Mutual Fund | — | — | — | $10K | 0.2% | |
| Vanguard Group Small Cap Value Index Admiral Mutual Fund | — | — | — | $10K | 0.1% | |
| Vanguard Specialized DIV Dividend Appreciation Index Admiral Mutual Fund | — | — | — | $8K | 0.1% | |
| Vanguard Industrials Index Admiral Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Energy Index Admiral Mutual Fund | — | — | — | $7K | 0.1% | |
| Vanguard Health Care Index Admiral Mutual Fund | — | — | — | $7K | <0.1% | |
| Vanguard Group Value Index Admiral Mutual Fund | — | — | — | $6K | <0.1% |
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