Steven Martin signed The Marcus Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Marcus Corporation's EIN is 39-1139844.
Download the official 2024 Form 5500 (PDF) for The Marcus Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Marcus Corporation's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $157K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| NUVEEN TIAA LC IDX RET INC J SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $66.7M | 61.4% | |
| NUVEEN TIAA LC IDX 2030 CL J | Common Collective Trusts | — | $0 | $13.0M | 11.9% | |
| Vanguard 500 Index Admiral Fd | Common Collective Trusts | — | $0 | $10.1M | 9.3% | |
| New York Life Guar Int Acct 10 | Other securities | — | $0 | $9.3M | 8.6% | |
| Vanguard Mid Cap Index Adm Fd | Mutual Funds | — | $0 | $9.3M | 8.5% | |
| NUVEEN TIAA LC IDX 2035 CL J | Common Collective Trusts | — | $0 | $9.2M | 8.4% | |
| NUVEEN TIAA LC IDX 2040 CL J | Common Collective Trusts | — | $0 | $9.1M | 8.4% | |
| NUVEEN TIAA LC IDX 2025 CL J | Common Collective Trusts | — | $0 | $6.3M | 5.8% | |
| NUVEEN TIAA LC IDX 2045 CL J | Common Collective Trusts | — | $0 | $5.9M | 5.4% | |
| NUVEEN TIAA LC IDX 2020 CL J | Common Collective Trusts | — | $0 | $5.0M | 4.6% | |
| NUVEEN TIAA LC IDX 2050 CL J | Common Collective Trusts | — | $0 | $3.6M | 3.4% | |
| NUVEEN TIAA LC IDX RET INC J | Common Collective Trusts | — | $0 | $3.5M | 3.3% | |
| NUVEEN TIAA LC IDX 2060 CL J | Common Collective Trusts | — | $0 | $3.2M | 3.0% | |
| Pioneer Fundamentl Growth Y Fd | Other securities | — | $0 | $2.2M | 2.1% | |
| NUVEEN TIAA LC IDX 2065 CL J | Common Collective Trusts | — | $0 | $1.9M | 1.7% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $1.9M | 1.7% | |
| NUVEEN TIAA LC IDX 2055 CL J | Common Collective Trusts | — | $0 | $1.7M | 1.6% | |
| Self-Directed Brokerage Acct | Self-Directed Brokerage | — | $0 | $1.6M | 1.5% | |
| NUVEEN TIAA LC IDX 2015 CL J | Common Collective Trusts | — | $0 | $1.5M | 1.4% | |
| Marcus Corp Company Stock | Common Stocks | — | $10.6M | $1.3M | 1.2% | |
| MFS Global Real Estate R6 Fund | Mutual Funds | — | $0 | $1.3M | 1.2% | |
| Vanguard Sm Cap Val Idx Adm Fd | Common Collective Trusts | — | $0 | $1.2M | 1.1% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | $0 | $1.2M | 1.1% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $1.2M | 1.1% | |
| Virtus Emerg Mkts Opp Instl Fd | Other securities | — | $0 | $882K | 0.8% | |
| JP Morgan Core Bond R6 Fund | Other securities | — | $0 | $785K | 0.7% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $724K | 0.7% | |
| Inv Discov Y Fd | Other securities | — | $0 | $705K | 0.6% | |
| JP Morgan Mid Cap Growth R6 Fd | Other securities | — | $0 | $314K | 0.3% | |
| BlackRock HY Portfolio Inst Fd | Other securities | — | $0 | $269K | 0.2% | |
| Participant Loans | Participant loans | — | $0 | $266K | 0.2% | |
| PGIM TARGET DATE INC INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 196 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2015 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 186 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2020 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 187 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2025 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 188 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2030 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 189 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2035 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 190 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2040 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 191 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2045 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 192 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2050 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 193 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2055 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 194 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2060 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 195 | Common Collective Trust | — | — | $0 | <0.1% | |
| PGIM TARGET DATE 2065 INST CIT PRUDENTIAL TRUST COMPANY · EIN 38-7103946 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% |
