Original filing (PDF)20251014095300NAL0001190931001

MARKEN LLP

Name: MARKEN LLP — THE MARKEN 401K PLAN, Form 5500 (2024)
Creator: MARKEN LLP

Form 5500

FILING_RECEIVED

THE MARKEN 401K PLAN

401(k) retirement plan

Active participants

658

Accounts w/ balance

434

Plan assets (EOY)

$23.3M

Net assets (EOY)

$23.3M

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 (directional)

/ 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

Knocking points off

66% balance-to-active ratio — below typical for a healthy 401(k).

Helping the score

Below-peer total fees (10 bps vs 29 bps peer median).

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARKEN LLP.

Plan sponsor

Name

MARKEN LLP

EIN

38-3855670

Address

1009 SLATER ROAD SUITE 120 · DURHAM, NC · 27703

Phone

(919) 294-2403

Industry

Transportation & Warehousingsee 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

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

CROWE LLP

Trustee / custodian

—

Trustee phone

—

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)

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