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Original filing (PDF)20251009140859NAL0011105344001
MAROUS BROTHERS CONSTRUCTION, INC.
Form 5500
FILING_RECEIVED
MAROUS BROTHERS CONSTRUCTION 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
167
Accounts w/ balance
217
Plan assets (EOY)
$17.0M
Net assets (EOY)
$17.0M
How this plan invests
This plan
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 42 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MAROUS BROTHERS CONSTRUCTION, INC..
Plan sponsor
Name
MAROUS BROTHERS CONSTRUCTION, INC.
EIN
34-1327243
Address
36933 VINE STREET · WILLOUGHBY, OH · 44094
Phone
(440) 391-5400
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KOWALL & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $26K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $39K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $7K | — |
Investments
30 direct securities· $17.0M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| IISM451 IndexSelect Moderate 2045 Fund | — | — | $2.8M | $3.6M | 21.3% | |
| IISM351 IndexSelect Moderate 2035 Fund | — | — | $2.1M | $2.6M | 15.0% | |
| IISC551 IndexSelect Conservative 2055 Fund 931 IISMRFI IndexSelect Moderate Retire Fund | — | — | $2.4M | $2.4M | 13.9% | |
| IISM551 IndexSelect Moderate 2055 Fund | — | — | $1.4M | $1.7M | 10.1% | |
| 1GWAQ35 El Fixed Account Series Class 1 | — | — | $1.5M | $1.6M | 9.2% | |
| IWFSPX iShares S&P 500 Index K | — | — | $955K | $1.2M | 7.2% | |
| IISA351 IndexSelect Aggressive 2035 Fund | — | — | $771K | $1.0M | 5.9% | |
| IISA451 IndexSelect Aggressive 2045 Fund | — | — | $469K | $580K | 3.4% | |
| IWACSX Western Asset Core Bonds | — | — | $319K | $313K | 1.8% | |
| IRERGX American Funds EuroPacific Gr R6 | — | — | $313K | $303K | 1.8% | |
| IRWIGX American Funds Capital World G/1 R6 | — | — | $269K | $283K | 1.7% | |
| IRWMGX American Funds Washington Mutual | — | — | $160K | $170K | 1.0% | |
| IVEVRX Victory Sycamore Established Value | — | — | $161K | $159K | 0.9% | |
| IMFEKX MFS Growth R6 | — | — | $129K | $127K | 0.7% | |
| IAIADX American Century Inflation Adj Bonds | — | — | $114K | $112K | 0.7% | |
| IRLBGX American Funds American Balanced R6 | — | — | $94K | $104K | 0.6% | |
| IISARFl IndexSelect Aggressive Retire Fund | — | — | $99K | $98K | 0.6% | |
| IISA551 IndexSelect Aggressive 2055 Fund | — | — | $65K | $78K | 0.5% | |
| INRMGX Neuberger Berman Mid Cap Growth | — | — | $75K | $77K | 0.5% | |
| IHSRUX Carillon Eagle Small Cap Growth | — | — | $81K | $72K | 0.4% | |
| IEIBIX Eaton Vance Income Fund of Boston | — | — | $59K | $61K | 0.4% | |
| IDEVIX Macquarie Small Cap Value Institutional | — | — | $60K | $58K | 0.3% | |
| IGOBSX Brandywine Global Opps Bond | — | — | $53K | $50K | 0.3% | |
| IASRFX Invesco Global Real Estate Income | — | — | $41K | $41K | 0.2% | |
| IISC451 IndexSelect Conservative 2045 Fund | — | — | $33K | $38K | 0.2% | |
| IABEMX abrdn Emerging Markets Instl | — | — | $37K | $38K | 0.2% | |
| IOIGIX Invesco Oppenheimer Int'l Growth | — | — | $38K | $34K | 0.2% | |
| IPCRIXI PIMCO Commodity Real Ret Strat Instl | — | — | $24K | $24K | 0.1% | |
| IMAILX Black Rock International Instl | — | — | $23K | $23K | 0.1% | |
| ICOFYX Columbia Contarian Core Instl 3 | — | — | $14K | $16K | <0.1% |
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