Mary JO Wenzel signed Marion Body Works, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marion Body Works, Inc.'s EIN is 39-1365073.
Download the official 2024 Form 5500 (PDF) for Marion Body Works, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marion Body Works, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | — | DRESHER, PA | NONE | $34K | — |
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS GROUP LLC | — | NEW YORK, NY |
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 | |||||
|---|---|---|---|---|---|---|
| CALLAN GLIDEPATH 2030 R6 GREAT GRAY TRUST · EIN 26-0257940 / PN 104 | Common Collective Trust | — | — | $3.9M | 21.0% | |
| CALLAN GLIDEPATH 2045 R6 GREAT GRAY TRUST · EIN 26-0258032 / PN 107 | Common Collective Trust | — | — | $2.6M | 14.1% | |
| CALLAN GLIDEPATH 2055 R6 GREAT GRAY TRUST · EIN 26-4835327 / PN 160 | Common Collective Trust | — | — | $1.9M | 10.0% | |
| CALLAN GLIDEPATH 2035 R6 GREAT GRAY TRUST · EIN 26-0257981 / PN 105 | Common Collective Trust | — | — | $1.5M | 8.0% | |
| CALLAN GLIDEPATH 2050 R6 GREAT GRAY TRUST · EIN 26-4835263 / PN 159 | Common Collective Trust | — | — | $1.4M | 7.6% | |
| CALLAN GLIDEPATH 2060 R6 GREAT GRAY TRUST · EIN 46-2086473 / PN 172 | Common Collective Trust | — | — | $950K | 5.1% | |
| CALLAN GLIDEPATH 2040 R6 GREAT GRAY TRUST · EIN 26-0258007 / PN 106 | Common Collective Trust | — | — | $912K | 4.9% | |
| Vanguard 500 Index Adm Vanguard 0 | Common Collective Trusts | — | — | $820K | 4.4% | |
| CALLAN GLIDEPATH 2025 R6 GREAT GRAY TRUST · EIN 26-0257911 / PN 103 | Common Collective Trust | — | — | $725K | 3.9% | |
| PIMCO Income Instl PIMCO 0 | Mutual Funds | — | — | $493K | 2.6% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $448K | 2.4% | |
| MID CAP VALUE R1 GREAT GRAY TRUST · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $390K | 2.1% | |
| JHancock III Disciplined Value I John Hancock 0 | Other securities | — | — | $368K | 2.0% | |
| Harbor Capital Appreciation Instl Harbor 0 | Other securities | — | — | $276K | 1.5% | |
| Fidelity Large Cap Growth Index Fidelity 0 | Mutual Funds | — | — | $275K | 1.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $268K | 1.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | Mutual Funds | — | — | $238K | 1.3% | |
| Dodge & Cox Income Fund I Dodge & Cox 0 | Mutual Funds | — | — | $206K | 1.1% | |
| Dodge & Cox International Stock Fund I Dodge & Cox 0 | Mutual Funds | — | — | $155K | 0.8% | |
| Baird Aggregate Bond Inst Baird 0 | Other securities | — | — | $123K | 0.7% | |
| CALLAN GLIDEPATH 2020 R6 GREAT GRAY TRUST · EIN 26-0257888 / PN 102 | Common Collective Trust | — | — | $115K | 0.6% | |
| Loomis Sayles Small Cap Growth Inst Loomis Sayles 0 | Other securities | — | — | $115K | 0.6% | |
| CALLAN GLIDEPATH 2015 R6 GREAT GRAY TRUST · EIN 26-0257826 / PN 101 | Common Collective Trust | — | — | $113K | 0.6% | |
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $103K | 0.6% | |
| Hartford Schroders Intl Stock SDR Hartford 0 | Other securities | — | — | $99K | 0.5% | |
| Matthews Pacific Tiger Fund Matthews 0 | Other securities | — | — | $85K | 0.5% | |
| American Funds New World R6 American Funds 0 | Mutual Funds | — | — | $47K | 0.3% | |
| MFS International Growth R6 MFS 0 | Mutual Funds | — | — | $25K | 0.1% | |
| Principal Global Real Estate Secs Instl Principal 0 | Other securities | — | — | $10K | <0.1% | |
| Brandes International Equity I Brandes 0 | Other securities | — | — | $3K | <0.1% | |
| Contribution Account Ascensus Trust Company 0 | Common Stocks | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $11K |
| — |
