Nancy Kaiser signed Marathon Cheese Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marathon Cheese Corporation's EIN is 39-0873270.
Download the official 2024 Form 5500 (PDF) for Marathon Cheese Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marathon Cheese Corporation'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 |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $213K | — |
| ORGEL WEALTH MANAGEMENT, LLC | 46-2793932 | — | NONE | $154K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $35K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $198.8M | 96.8% | |
| GALLIARD STABLE RETURN FD E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $28.5M | 13.9% | |
| FEDERATED HERMES TOTAL RET BD GREAT GRAY COLLECTIVE · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $20.0M | 9.7% | |
| JANUS HENDERSON ENTERPRISE FUND GREAT GRAY COLLECTIVE · EIN 38-4139850 / PN 628 | Common Collective Trust | — | — | $10.2M | 5.0% |
