ANN Perkins signed Markquart, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Markquart, Inc.'s EIN is 39-1391993.
Download the official 2024 Form 5500 (PDF) for Markquart, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Markquart, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | RECORDKEEPER | $153K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | 46-2793932 | — | INVESTMENT ADVISOR | $55K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index Fund | Common Collective Trusts | — | — | $4.9M | 15.3% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MANAGEMENT · EIN 52-2251407 / PN 001 | Common Collective Trust | — | — | $3.7M | 11.5% | |
| Fidelity Small Cap Index Fund ** 40 * Fidelity Mid Cap Index Fund ** 40 * Fidelity Large Cap Value Index Fund | Common Collective Trusts | — | — | $3.3M | 10.3% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 7.5% | |
| FEDERATED HERMES TOTAL RETURN BOND FEDERATED HERMES · EIN 25-1111467 / PN 001 | Common Collective Trust | — | — | $2.4M | 7.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.8M | 5.5% | |
| T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $1.7M | 5.4% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $1.5M | 4.7% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $1.3M | 4.1% | |
| Harbor Small Cap Growth Fund | Other securities | — | — | $1.1M | 3.4% | |
| Natixis Funds Trust I Vaughan Nelson Small Cap Value Fund | Other securities | — | — | $884K | 2.8% | |
| JOHCM Emerging Markets Opportunities Fund | Other securities | — | — | $800K | 2.5% | |
| American Funds Fundamental Investors | Mutual Funds | — | — | $754K | 2.3% | |
| varying maturity dates $0 | Other securities | — | — | $530K | 1.6% | |
| American Funds American Balanced Fund | Mutual Funds | — | — | $511K | 1.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEUWISSEN, FLYGARE, KADRLIK, & ASSO | 41-1670081 | — | AUDITOR | $20K | — |
