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Original filing (PDF)20251014061348NAL0002206865001
MARCHEX, INC.
Form 5500
FILING_RECEIVED
MARCHEX, INC. 401(K) PLAN
401(k) retirement plan
Active participants
144
Accounts w/ balance
248
Plan assets (EOY)
$16.5M
Net assets (EOY)
$16.5M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (8 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCHEX, INC..
Plan sponsor
Name
MARCHEX, INC.
EIN
35-2194038
Address
1200 FIFTH AVENUE · SUITE 1300 · SEATTLE, WA · 98101
Phone
(206) 331-3577
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GREENWOOD OHLUND
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $8K | — |
Investments
25 direct securities · 1 pooled fund· $16.2M(98% 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.
Registered Investment Companies
$15.4M
25 holdings
Common Collective Trust
$773K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.7M | 22.6% | |
| HARBOR CAPITAL APPREC-INST | Registered Investment Companies | — | — | $1.8M | 10.9% | |
| VANGUARD WINDSOR II FD- ADM | Registered Investment Companies | — | — | $1.7M | 10.3% | |
| BLACKROCK ADV SCC INSTL | Registered Investment Companies | — | — | $1.3M | 7.7% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $1.2M | 7.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $788K | 4.8% | |
| MORLEY STABLE VALUE - 25 I PRINCIPAL GLOBAL INV TRUST · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $773K | 4.7% | |
| SST GLOBAL AC EQ EX-US IDX K | Registered Investment Companies | — | — | $572K | 3.5% | |
| AMERICAN FUNDS EUROPAC GRO- R5 | Registered Investment Companies | — | — | $541K | 3.3% | |
| JPMORGAN MID CAP EQUITY R6 | Registered Investment Companies | — | — | $540K | 3.3% | |
| VAN TARGET RETIRE 2020 165 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $480K | 2.9% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $454K | 2.8% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $356K | 2.2% | |
| COHEN & STEERS REALTY SHARES | Registered Investment Companies | — | — | $322K | 2.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $307K | 1.9% | |
| FID US BOND IND | Registered Investment Companies | — | — | $297K | 1.8% | |
| GQG PARTNERS EMG MKT EQ INST | Registered Investment Companies | — | — | $223K | 1.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $167K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $156K | 0.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $154K | 0.9% | |
| BLACKROCK HIGH YIELD INST | Registered Investment Companies | — | — | $148K | 0.9% | |
| PIMCO COMM RL RET STR - INSTL | Registered Investment Companies | — | — | $90K | 0.5% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $77K | 0.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $73K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $37K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $12K | <0.1% |