Marie Loiacano signed Marklund's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marklund's EIN is 36-2652532.
Download the official 2024 Form 5500 (PDF) for Marklund from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marklund's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $37 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRUST COMPANY OF ILLINOIS | 36-3880930 | — | SERVICE PROVIDER | $69K | — |
| CERITY PARTNERS | 35-2467663 |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $4.6M | 25.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 10.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.8M | 10.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.7M | 9.5% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.1M | 5.7% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $921K | 5.0% | |
| Vanguard Total International Bond Index Admiral 352 Vanguard Value Index Admiral | Mutual Funds | — | — | $904K | 4.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $796K | 4.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $636K | 3.5% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $577K | 3.1% | |
| Fidelity Small Cap Index Fd Instl Premium | Mutual Funds | — | — | $548K | 3.0% | |
| Fidelity Mid Cap Index Fd | Mutual Funds | — | — | $543K | 3.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $498K | 2.7% | |
| Vanguard Prime Money Market | Mutual Funds | — | — | $458K | 2.5% | |
| maturing from January 2025 to December 2029 | Other securities | — | — | $342K | 1.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $332K | 1.8% | |
| Vanguard Target Retirement Income Inv 473 Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $234K | 1.3% | |
| Fidelity Inter Index Fund | Common Collective Trusts | — | — | $117K | 0.6% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $89K | 0.5% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $61K | 0.3% | |
| Vanguard Specialized Fd Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $42K | 0.2% | |
| Fidelity Emerg Mkts Index Fd Inst Pre | Mutual Funds | — | — | $28K | 0.2% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $7K | <0.1% | |
| AUL Fixed Account | Other securities | — | — | $5K | <0.1% | |
| AUL Alternative Fixed Account | Other securities | — | — | $4K | <0.1% | |
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| T Rowe Price Equity Inc Port | Mutual Funds | — | — | $2K | <0.1% | |
| Pioneer Sel Mid Cap Grth VCT I 832 State Street Equity 500 Indx Adm | Other securities | — | — | $2K | <0.1% | |
| Alger Large Cap Growth Port I-2 209 Fidelity VIP Asset Manager Init 899 Fidelity VIP Contrafund Init | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity VIP Growth Init | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity VIP Overseas Init 151 Janus Henderson Glo Res Port Inst 179 Pioneer Equity Income Y | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SERVICE PROVIDER |
| $42K |
| — |
