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Original filing (PDF)20251015085700NAL0008425474001
MARCUS THOMAS, LLC
Form 5500
FILING_RECEIVED
MARCUS THOMAS, LLC. TAX-DEFERRED SAVINGS PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
161
Accounts w/ balance
214
Plan assets (EOY)
$30.3M
Net assets (EOY)
$30.3M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "American Association of Advertising Agencies * ** Retirement Fund for Member Agencies 103-12 Investment Entity" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (6 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCUS THOMAS, LLC.
Plan sponsor
Name
MARCUS THOMAS, LLC
EIN
34-1535100
Address
4781 RICHMOND ROAD · CLEVELAND, OH · 441285636
Phone
(330) 793-3000
Industry
Professional & Technical Servicessee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHEN & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AAAA BENEFITS, INC. | — | CHARLOTTE, NC | N/A | $19K | — |
Investments
1 direct security · 1 pooled fund· $30.2M(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.
103-12 Investment Entity
$30.1M
1 holding
Uncategorized
$103K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AAAA RET. FUND FOR MEMBER AGENCIES AAAA RET. FUND FOR MEMBER AGENCIES · EIN 13-6616922 / PN 001 | 103-12 Investment Entity | — | — | $30.1M | 99.4% | |
| $0 Participant loans Maturing through August 2032 | — | — | — | $103K | 0.3% |
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