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Original filing (PDF)20251008163928NAL0009789936001
MARLE AMERICA, INC.
Form 5500
FILING_RECEIVED
MARLE AMERICA 401(K) PLAN
401(k) retirement plan
Signals · 1
98% in single holding
Active participants
193
Accounts w/ balance
162
Plan assets (EOY)
$2.2M
Net assets (EOY)
$2.2M
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)
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Ameritas Life Insurance Corp Guaranteed Investment Account 829 Ameritas Life Insurance Corp Pooled Separate Account G" is 98% of plan.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARLE AMERICA, INC..
Plan sponsor
Name
MARLE AMERICA, INC.
EIN
35-2593673
Address
7420 GOODLETT FARMS PARKWAY · CORDOVA, TN · 38016
Phone
(901) 213-2320
Industry
Manufacturingsee 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
2025-10-08
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRICEKUBECKA PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORPORATION | 47-0098400 | — | BUNDLED RECORDKEEPER | $3K | — |
Investments
1 direct security · 1 pooled fund· $2.2M(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.
Pooled Separate Account
$2.1M
1 holding
Uncategorized
$44K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AMERITAS LIFE INS CORP SEP ACCT G AMERITAS LIFE INSURANCE CORP · EIN 47-0098400 / PN 003 | Pooled Separate Account | — | — | $2.1M | 97.9% | |
| Ameritas Life Insurance Corp Loan Account (9% through 9.5%) | — | — | — | $44K | 2.0% |
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