Julie Warner signed Marchex, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marchex, Inc.'s EIN is 35-2194038.
Download the official 2024 Form 5500 (PDF) for Marchex, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marchex, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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.
| PI | % 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $8K |
| — |
