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Original filing (PDF)20251014112504NAL0005680658001
MARMON ENGINEERED COMPONENTS COMPANY
Form 5500
FILING_RECEIVED
MARMON CONSOLIDATED RETIREMENT PLAN
401(k) retirement plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
4,314
Accounts w/ balance
5,418
Plan assets (EOY)
$149.1M
Net assets (EOY)
$149.1M
How this plan invests
This plan
1 pooled trust
Schedule D
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "S&P 500 INDEX FUND" is 27% of plan.
- 31 bps in Schedule C fees — 206% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARMON ENGINEERED COMPONENTS COMPANY.
Plan sponsor
Name
MARMON ENGINEERED COMPONENTS COMPANY
EIN
32-0023596
Address
181 W MADISON ST SUITE 3900 · CHICAGO, IL · 60602
Phone
(312) 372-9500
Industry
Manufacturingsee all
Plan administrator
Name
MARMON RETIREMENT ADMINISTRATIVE COMMITTEE
EIN
36-3257463
City
CHICAGO, IL
Phone
(312) 372-9500
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
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | NONE | $371K | — |
| PLANTE & MORAN PLLC | 33-1498605 | — | NONE | $46K | — |
| THOMPSON COBURN LLP | — | ST LOUIS, MO | NONE | $32K | — |
| WILLIS TOWERS WATSON MIDWEST INC | — | CHICAGO, IL | NONE | $7K | — |
Investments
21 direct securities · 1 pooled fund· $272.7M(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.
Master Trust
$136.3M
1 holding
Uncategorized
$136.3M
21 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MARMON DEFINED CTRB MASTER TRUST MARMON HOLDINGS, INC. · EIN 38-7187740 / PN 009 | Master Trust | — | — | $136.3M | 91.5% | |
| S&P 500 INDEX FUND | — | — | — | $36.7M | 24.6% | |
| TARGET RETIREMENT 2030 FUND | — | — | — | $16.4M | 11.0% | |
| TARGET RETIREMENT 2040 FUND | — | — | — | $13.1M | 8.8% | |
| STABLE VALUE FUND | — | — | — | $12.3M | 8.2% | |
| TARGET RETIREMENT 2035 FUND | — | — | — | $8.8M | 5.9% | |
| TARGET RETIREMENT 2050 FUND | — | — | — | $8.4M | 5.6% | |
| TARGET RETIREMENT 2025 FUND | — | — | — | $5.9M | 4.0% | |
| TARGET RETIREMENT 2045 FUND | — | — | — | $5.7M | 3.8% | |
| TARGET RETIREMENT TODAY FUND | — | — | — | $5.0M | 3.3% | |
| TARGET RETIREMENT 2055 FUND | — | — | — | $4.3M | 2.9% | |
| US SMALL/MID CAP STOCK FUND | — | — | — | $4.1M | 2.7% | |
| SMALL/MID CAP INDEX FUND | — | — | — | $3.9M | 2.6% | |
| TARGET RETIREMENT 2060 FUND | — | — | — | $2.9M | 2.0% | |
| DIVERSIFIED BOND FUND | — | — | — | $2.4M | 1.6% | |
| INTERNATIONAL STOCK FUND | — | — | — | $2.3M | 1.6% | |
| TARGET RETIREMENT 2065 FUND | — | — | — | $1.2M | 0.8% | |
| INTERNATIONAL STOCK INDEX FUND | — | — | — | $1.1M | 0.8% | |
| BOND INDEX FUND | — | — | — | $1.1M | 0.8% | |
| REAL ASSET FUND | — | — | — | $683K | 0.5% | |
| FEDERAL HEMES CAP PRESERVE | — | — | — | $7K | <0.1% | |
| FIDELITY MANAGED INCOME PORTFOLIO FUND | — | — | — | $0 | <0.1% |