How big is Marken LLP's plan?

Marken LLP's plan reported $23.3M in assets and 658 participants for 2024.

Original filing (PDF)20251014095300NAL0001190931001

Marken LLP

Name: Marken LLP — The Marken 401(k) Plan, Form 5500 (2024)
Creator: Marken LLP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Marken 401(k) Plan

401(k) retirement plan · Marken LLP's The Marken 401(k) Plan held $23.3M in plan assets for 658 participants in 2024, with Fidelity as recordkeeper.

Active participants

658

Accounts w/ balance

434

Plan assets (EOY)

$23.3M

Net assets (EOY)

$23.3M

Plan identifiers

Marken LLP's EIN is 38-3855670.

EIN 38-3855670

Plan number 001

Plan year 2024

ACK ID 20251014095300NAL0001190931001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marken LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marken LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARKEN LLP.

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How this plan invests

This plan

41 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

MARKEN LLP

EIN

all filings

Address

1009 SLATER ROAD SUITE 120 · DURHAM, NC · 27703

Phone

(919) 294-2403

Industry

Transportation & Warehousing

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

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$16K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
STRATEGIC ADVISORS, INC.	04-2654524	—	ADVISOR	$8K	—

Investments

41 direct securities· $23.3M(100% of reported assets)

Mutual Funds

$22.3M

38 holdings

Common Collective Trusts

$676K

2 holdings

Bonds / Notes

$347K

1 holding

					% of plan
Fidelity Investments Fidelity Blue Chip Growth Fund #	Mutual Funds	—	—	$2.5M	10.9%
Fidelity Investments Fidelity Freedom 2035 Fund #	Mutual Funds	—	—	$2.3M	9.8%
Fidelity Investments Fidelity Growth Company Fund #	Mutual Funds	—	—	$1.6M	7.0%
Fidelity Investments Fidelity Freedom 2040 Fund #	Mutual Funds	—	—	$1.5M	6.3%
Fidelity Investments Fidelity Contrafund Fund #	Mutual Funds	—	—	$1.2M	5.3%
Fidelity Investments Fidelity Large Cap Stock Fund #	Mutual Funds	—	—	$1.1M	4.7%
Fidelity Investments Fidelity OTC Portfolio Fund #	Mutual Funds	—	—	$990K	4.2%
Fidelity Investments Fidelity Freedom 2055 Fund #	Mutual Funds	—	—	$792K	3.4%
Fidelity Investments Fidelity Equity Income Fund #	Mutual Funds	—	—	$788K	3.4%
Fidelity Investments Fidelity Government Money Market Fund #	Mutual Funds	—	—	$764K	3.3%
Fidelity Investments Fidelity Freedom 2050 Fund #	Mutual Funds	—	—	$737K	3.2%
Fidelity Investments Fidelity Diversified International Fund #	Mutual Funds	—	—	$675K	2.9%
Fidelity Investments Fidelity Freedom 2030 Fund #	Mutual Funds	—	—	$673K	2.9%
Fidelity Investments Fidelity Intermediate Bond Fund #	Mutual Funds	—	—	$589K	2.5%
Fidelity Investments Fidelity Total Market Index Fund #	Common Collective Trusts	—	—	$575K	2.5%
Fidelity Investments Fidelity Dividend Growth Fund #	Mutual Funds	—	—	$559K	2.4%
Fidelity Investments Fidelity Inv Grade Bond Fund #	Mutual Funds	—	—	$554K	2.4%
Fidelity Investments Fidelity Freedom 2045 Fund #	Mutual Funds	—	—	$548K	2.3%
Fidelity Investments Fidelity Overseas Fund #	Mutual Funds	—	—	$544K	2.3%
Fidelity Investments Fidelity Growth Strategies Fund #	Mutual Funds	—	—	$525K	2.2%
Fidelity Investments Fidelity Focused Stock Fund #	Mutual Funds	—	—	$367K	1.6%
to 9.50%, with maturities through 2034 #	Bonds / Notes	—	—	$347K	1.5%
Fidelity Investments Fidelity Freedom 2060 Fund #	Mutual Funds	—	—	$306K	1.3%
Fidelity Investments Fidelity Small Cap Value Fund #	Mutual Funds	—	—	$278K	1.2%
Fidelity Investments Fidelity Real Estate Inv Fund #	Mutual Funds	—	—	$269K	1.2%
Fidelity Investments Fidelity Freedom 2020 Fund #	Mutual Funds	—	—	$246K	1.1%
Fidelity Investments Fidelity Mid Cap Stock Fund #	Mutual Funds	—	—	$242K	1.0%
Fidelity Investments Fidelity Freedom 2025 Fund #	Mutual Funds	—	—	$228K	1.0%
Fidelity Investments Fidelity Short Term Bond Fund #	Mutual Funds	—	—	$203K	0.9%
Fidelity Investments Fidelity Low Priced Stock Fund #	Mutual Funds	—	—	$177K	0.8%
Fidelity Investments Fidelity Freedom 2065 Fund #	Mutual Funds	—	—	$169K	0.7%
Fidelity Investments Fidelity Fund #	Mutual Funds	—	—	$164K	0.7%
Fidelity Investments Fidelity Puritan Fund #	Mutual Funds	—	—	$152K	0.7%
Fidelity Investments Fidelity Small Cap Discovery Fund #	Mutual Funds	—	—	$144K	0.6%
Fidelity Investments Fidelity Extended Market Index Fund #	Common Collective Trusts	—	—	$101K	0.4%
Fidelity Investments Fidelity Freedom Income Fund #	Mutual Funds	—	—	$92K	0.4%
Fidelity Investments Fidelity Freedom 2010 Fund #	Mutual Funds	—	—	$91K	0.4%
Fidelity Investments Fidelity Equity Dividend Income Fund #	Mutual Funds	—	—	$78K	0.3%
Fidelity Investments Fidelity Freedom 2015 Fund #	Mutual Funds	—	—	$51K	0.2%
Fidelity Investments Fidelity Value Fund #	Mutual Funds	—	—	$42K	0.2%
Fidelity Investments Fidelity Value Strategies Fund #	Mutual Funds	—	—	$39K	0.2%