Original filing (PDF)20251010115633NAL0008102257001

P. L. Marketing Inc.

Name: P. L. Marketing Inc. — P. L. Marketing Inc. 401(k), Form 5500 (2024)
Creator: P. L. Marketing Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

P. L. Marketing Inc. 401(k) Savings Plan

401(k) retirement plan · P. L. Marketing Inc.'s P. L. Marketing Inc. 401(k) Savings Plan held $49.7M in plan assets for 2,239 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Active participants

2,239

Accounts w/ balance

1,064

Plan assets (EOY)

$49.7M

Net assets (EOY)

$49.7M

How this plan invests

This plan

1 pooled trust

Schedule D

47 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (5th percentile).

Helping the score

Below-peer total plan cost (88th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for P. L. MARKETING INC..

Plan sponsor

Name

P. L. MARKETING INC.

EIN

31-1276521all filings

Address

300 DAVE COWENS DR · 8TH FLOOR · NEWPORT, KY · 41071

Phone

(859) 292-4601

Industry

Professional & Technical Services

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

2025-10-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$14K	—

Investments

47 direct securities · 1 pooled fund· $51.7M(100% 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.

Mutual Funds

$17.1M

21 holdings

Common Collective Trusts

$14.8M

9 holdings

Other securities

$13.7M

13 holdings

U.S. Treasuries

$2.6M

2 holdings

Common Collective Trust

$2.0M

1 holding

Stable Value

$1.5M

1 holding

Cash / Money Market

$2K

1 holding

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

BlackRock / iShares$20.1M Invesco$3.7M JPMorgan$2.6M PIMCO$2.4M American Funds (Capital Group)$1.5M Fidelity$1.2M T. Rowe Price$1.2M

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Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.

					% of plan
ISHARES S&P 500 INDEX INSTL GM MUTUAL FUNDS	Common Collective Trusts	—	$2.5M	$4.5M	9.1%
MFS GROWTH FUND CL A MUTUAL FUNDS	Mutual Funds	—	$1.6M	$3.2M	6.4%
MFS RESEARCH INTRNL R6 GM MUTUAL FUNDS	Mutual Funds	—	$2.7M	$2.9M	5.8%
BLACKROCK TOTAL RETURN PORT GM MUTUAL FUNDS	Other securities	—	$3.1M	$2.7M	5.4%
ISHARES U.S. AGGREGATE BD K GM MUTUAL FUNDS	Other securities	—	$3.0M	$2.7M	5.4%
ISHARES S&P 500 INDEX FD INSTL MUTUAL FUNDS	Common Collective Trusts	—	$1.6M	$2.6M	5.2%
JPMORGAN GOVERNMENT BOND GM MUTUAL FUNDS	U.S. Treasuries	—	$2.8M	$2.6M	5.1%
ISHARES MSCI EAFE INTRL IDX GM MUTUAL FUNDS	Common Collective Trusts	—	$2.1M	$2.3M	4.7%
PIMCO REAL RET BD CL A GM MUTUAL FUNDS	Mutual Funds	—	$2.5M	$2.3M	4.6%
PRIMECAP ODYSSEY GRTH FD GM MUTUAL FUNDS	Mutual Funds	—	$2.4M	$2.2M	4.4%
CLEARBRIDGE APPRECIATION IS GM MUTUAL FUNDS	Other securities	—	$1.9M	$2.2M	4.4%
INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001	Common Collective Trust	—	—	$2.0M	4.0%
ISHARES RUSSELL MID-CAP IDX GM MUTUAL FUNDS	Common Collective Trusts	—	$1.5M	$1.9M	3.8%
CARILLON EAGLE MID CAP GRTH GM MUTUAL FUNDS	Other securities	—	$1.5M	$1.5M	3.1%
INVESCO STABLE VALUE RET CL 2 COMMON / COLLECTIVE TRUSTS	Stable Value	—	$1.5M	$1.5M	3.1%
ISHARES RUSSELL 2000 SM-CP GM MUTUAL FUNDS	Common Collective Trusts	—	$1.3M	$1.5M	3.0%
MACQUARIE SMALL CAP CORE INSTL MUTUAL FUNDS	Other securities	—	$1.1M	$1.3M	2.7%
FIDELITY ADVSR NEW INSIGHTS Z MUTUAL FUNDS	Mutual Funds	—	$1.1M	$1.2M	2.5%
INVESCO DEVELOPING MKTS A GM MUTUAL FUNDS	Mutual Funds	—	$1.2M	$1.2M	2.4%
DWS RREEF REAL EST SECUR A GM MUTUAL FUNDS	Other securities	—	$960K	$990K	2.0%
T ROWE PRICE INTL DSCVR INV GM MUTUAL FUNDS	Mutual Funds	—	$1.0M	$980K	2.0%
PRIMECAP ODYSSEY GROWTH FUND MUTUAL FUNDS	Mutual Funds	—	$650K	$616K	1.2%
LOAN FUND LOANS	Other securities	—	$592K	$592K	1.2%
ISHARES MSCI EAFE INTRNL IDX A MUTUAL FUNDS	Common Collective Trusts	—	$585K	$589K	1.2%
ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS	Common Collective Trusts	—	$485K	$521K	1.0%
ACCRUED INCOME ACCRUED INCOME 755 INVESCO STABLE VAL RET CL 2 GM COMMON / COLLECTIVE TRUSTS	Common Collective Trusts	—	$473K	$473K	1.0%
CARILLON EAGLE MID CAP GRTH I MUTUAL FUNDS	Other securities	—	$451K	$445K	0.9%
AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$395K	$444K	0.9%
CLEARBRIDGE APPRECIATION FD IS MUTUAL FUNDS	Other securities	—	$376K	$441K	0.9%
ISHARES U.S. AGGREGATE BND K MUTUAL FUNDS	Other securities	—	$408K	$403K	0.8%
INVESCO DIVERSIFIED DIV CL R5 MUTUAL FUNDS	Mutual Funds	—	$430K	$395K	0.8%
ISHARES RUSSELL 2000 SM-CP A MUTUAL FUNDS	Common Collective Trusts	—	$333K	$364K	0.7%
AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$266K	$279K	0.6%
AMERICAN FUNDS 2055 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$224K	$252K	0.5%
MACQUARIE SMALL CAP CORE INSTL MUTUAL FUNDS	Other securities	—	$212K	$235K	0.5%
T ROWE PRICE INTL DISCOVRY INV MUTUAL FUNDS	Mutual Funds	—	$221K	$202K	0.4%
MFS RESEARCH INTERNATIONAL R6 MUTUAL FUNDS	Mutual Funds	—	$152K	$162K	0.3%
AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$151K	$162K	0.3%
INVESCO DEVELOPING MKTS FD A MUTUAL FUNDS	Mutual Funds	—	$155K	$152K	0.3%
AMERICAN FUNDS 2045 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$136K	$150K	0.3%
PIMCO REAL RETURN BD FD CL A MUTUAL FUNDS	Mutual Funds	—	$136K	$124K	0.2%
DWS RREEF REAL ESTATE SECUR A MUTUAL FUNDS	Other securities	—	$116K	$119K	0.2%
AMERICAN FUNDS 2025 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$91K	$92K	0.2%
JPMORGAN GOVERNMENT BOND MUTUAL FUNDS	U.S. Treasuries	—	$74K	$71K	0.1%
BLACKROCK TOTAL RETRN PORTFOLI MUTUAL FUNDS	Other securities	—	$77K	$68K	0.1%
AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$52K	$57K	0.1%
AMERICAN FUNDS 2035 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$41K	$44K	<0.1%
BLF FEDFUND MONEY MARKET	Cash / Money Market	—	$2K	$2K	<0.1%

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