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Original filing (PDF)20250623144934NAL0006053185001
MARVIN LUMBER AND CEDAR COMPANY
Form 5500
FILING_RECEIVED
THE MARVIN COMPANIES PROFIT SHARING AND 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
7,932
Accounts w/ balance
8,970
Plan assets (EOY)
$692.9M
Net assets (EOY)
$692.9M
How this plan invests
This plan
21 pooled trusts
Schedule D
122 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — 152% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARVIN LUMBER AND CEDAR COMPANY.
Plan sponsor
Name
MARVIN LUMBER AND CEDAR COMPANY
EIN
41-0396845
Address
401 STATE AVENUE PO BOX 100 · WARROAD, MN · 56763
Phone
(218) 386-1430
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | NONE | $488K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | NONE | $470K | — |
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | NONE | $80K | — |
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | NONE | $10K | — |
Investments
98 direct securities · 21 pooled funds· $574.6M(83% of reported assets)
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.
Common Collective Trust
$492.0M
21 holdings
Uncategorized
$82.6M
98 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CAPITAL PRESERVATION FUND GREAT-WEST FINANCIAL · EIN 84-1455663 / PN 112 | Common Collective Trust | — | — | $92.1M | 13.3% | |
| MFS GROWTH EQUITY FUND CL S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $85.7M | 12.4% | |
| BLACKROCK EQUITY INDEX 1 WELLS FARGO BANK, N.A. · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $63.5M | 9.2% | |
| CAPITAL GROUP 2030 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $40.1M | 5.8% | |
| CAPITAL GROUP 2050 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $35.5M | 5.1% | |
| CAPITAL GROUP 2040 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $31.9M | 4.6% | |
| BLACKROCK TOTAL RETURN BOND CL 6 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $26.7M | 3.9% | |
| CAPITAL GROUP 2055 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $17.5M | 2.5% | |
| CAPITAL GROUP 2035 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $14.9M | 2.2% | |
| CAPITAL GROUP 2060 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $13.8M | 2.0% | |
| CAPITAL GROUP 2045 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $12.6M | 1.8% | |
| CAPITAL GROUP 2010 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $11.8M | 1.7% | |
| CAPITAL GROUP 2025 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $10.7M | 1.5% | |
| CARILLON EAGLE MID CAP GROWTH CIT F CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $10.4M | 1.5% | |
| CAPITAL GROUP 2065 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $8.0M | 1.2% | |
| PUTNAM SMALL CAP GROWTH CLASS S GREAT GRAY TRUST COMPANY, LLC · EIN 86-1846156 / PN 677 | Common Collective Trust | — | — | $7.4M | 1.1% | |
| MFS MID CAP VALUE CIT SMFSMVS GREAY GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $7.4M | 1.1% | |
| CAPITAL GROUP NEW PERSPECTIVE TRUST | — | — | — | $3.8M | 0.6% | |
| CAPITAL GROUP WASHINGTON MUTUAL INV | — | — | — | $3.5M | 0.5% | |
| CAPITAL GROUP FUNDAMENTAL INVESTORS | — | — | — | $3.4M | 0.5% | |
| CAPITAL GROUP AMERICAN MUTUAL TRUST | — | — | — | $3.1M | 0.4% | |
| CAPITAL GROUP AMERICAN BALANCED TRU | — | — | — | $3.1M | 0.4% | |
| CAPITAL GROUP WORLD GROWTH AND INCO | — | — | — | $3.0M | 0.4% | |
| CAPITAL GROUP GROWTH FUND OF AMERIC | — | — | — | $3.0M | 0.4% | |
| CAPITAL GROUP NEW WORLD TRUST (US) | — | — | — | $2.6M | 0.4% | |
| CAPITAL GROUP U.S. GOVERNMENT TRUST | — | — | — | $2.2M | 0.3% | |
| CAPITAL GROUP INVESTMENT COMPANY OF | — | — | — | $2.1M | 0.3% | |
| CAPITAL GROUP 2020 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| CAPITAL GROUP NEW ECONOMY TRUST | — | — | — | $1.7M | 0.2% | |
| CAPITAL GROUP NEW PERSPECTIVE TRUST | — | — | — | $1.6M | 0.2% | |
| CAPITAL GROUP AMERICAN BALANCED TRU | — | — | — | $1.5M | 0.2% | |
| CAPITAL GROUP FUNDAMENTAL INVESTORS | — | — | — | $1.4M | 0.2% | |
| CAPITAL GROUP AMERICAN MUTUAL TRUST | — | — | — | $1.3M | 0.2% | |
| CAPITAL GROUP WORLD GROWTH AND INCO | — | — | — | $1.3M | 0.2% | |
| CAPITAL GROUP AMERICAN BALANCED TRU | — | — | — | $1.3M | 0.2% | |
| CAPITAL GROUP WASHINGTON MUTUAL INV | — | — | — | $1.3M | 0.2% | |
| CAPITAL GROUP WORLD GROWTH AND INCO | — | — | — | $1.3M | 0.2% | |
| CAPITAL GROUP FUNDAMENTAL INVESTORS | — | — | — | $1.3M | 0.2% | |
| CAPITAL GROUP AMERICAN MUTUAL TRUST | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP WASHINGTON MUTUAL INV | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP NEW PERSPECTIVE TRUST | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP AMCAP TRUST (US) | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP FUNDAMENTAL INVESTORS | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP GROWTH FUND OF AMERIC | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP GROWTH FUND OF AMERIC | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP INVESTMENT COMPANY OF | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP GROWTH FUND OF AMERIC | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP AMERICAN BALANCED TRU | — | — | — | $1.1M | 0.2% | |
| CAPITAL GROUP AMERICAN BALANCED TRU | — | — | — | $959K | 0.1% | |
| CAPITAL GROUP WASHINGTON MUTUAL INV | — | — | — | $956K | 0.1% | |
| CAPITAL GROUP U.S. GOVERNMENT TRUST | — | — | — | $953K | 0.1% | |
| CAPITAL GROUP NEW WORLD TRUST (US) | — | — | — | $945K | 0.1% | |
| CAPITAL GROUP NEW PERSPECTIVE TRUST | — | — | — | $916K | 0.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH TR | — | — | — | $878K | 0.1% | |
| CAPITAL GROUP U.S. GOVERNMENT TRUST | — | — | — | $833K | 0.1% | |
| CAPITAL GROUP U.S. GOVERNMENT TRUST | — | — | — | $829K | 0.1% | |
| CAPITAL GROUP FUNDAMENTAL INVESTORS | — | — | — | $818K | 0.1% | |
| CAPITAL GROUP AMERICAN MUTUAL TRUST | — | — | — | $815K | 0.1% | |
| CAPITAL GROUP U.S. MORTGAGE TRUST ( | — | — | — | $812K | 0.1% | |
| CAPITAL GROUP AMERICAN MUTUAL TRUST | — | — | — | $807K | 0.1% | |
| CAPITAL GROUP WORLD GROWTH AND INCO | — | — | — | $786K | 0.1% | |
| CAPITAL GROUP NEW ECONOMY TRUST | — | — | — | $779K | 0.1% | |
| CAPITAL GROUP INVESTMENT COMPANY OF | — | — | — | $759K | 0.1% | |
| CAPITAL GROUP WASHINGTON MUTUAL INV | — | — | — | $735K | 0.1% | |
| CAPITAL GROUP NEW WORLD TRUST (US) | — | — | — | $732K | 0.1% | |
| CAPITAL GROUP WORLD GROWTH AND INCO | — | — | — | $729K | 0.1% | |
| CAPITAL GROUP U.S. GOVERNMENT TRUST | — | — | — | $677K | <0.1% | |
| CAPITAL GROUP WASHINGTON MUTUAL INV | — | — | — | $666K | <0.1% | |
| CAPITAL GROUP AMCAP TRUST (US) | — | — | — | $640K | <0.1% | |
| CAPITAL GROUP INVESTMENT COMPANY OF | — | — | — | $639K | <0.1% | |
| CAPITAL GROUP INVESTMENT COMPANY OF | — | — | — | $634K | <0.1% | |
| CAPITAL GROUP NEW ECONOMY TRUST | — | — | — | $621K | <0.1% | |
| CAPITAL GROUP U.S. INTERMEDIATE-TER | — | — | — | $586K | <0.1% | |
| CAPITAL GROUP NEW PERSPECTIVE TRUST | — | — | — | $570K | <0.1% | |
| CAPITAL GROUP MULTI-SECTOR FIXED IN | — | — | — | $564K | <0.1% | |
| CAPITAL GROUP AMERICAN BALANCED TRU | — | — | — | $553K | <0.1% | |
| CAPITAL GROUP MULTI-SECTOR FIXED IN | — | — | — | $543K | <0.1% | |
| CAPITAL GROUP U.S. GOVERNMENT TRUST | — | — | — | $478K | <0.1% | |
| CAPITAL GROUP AMERICAN MUTUAL TRUST | — | — | — | $465K | <0.1% | |
| CAPITAL GROUP NEW ECONOMY TRUST | — | — | — | $457K | <0.1% | |
| CAPITAL GROUP CORE PLUS TOTAL RETUR | — | — | — | $407K | <0.1% | |
| CAPITAL GROUP US HIGH-YIELD TRUST | — | — | — | $403K | <0.1% | |
| CAPITAL GROUP INVESTMENT COMPANY OF | — | — | — | $394K | <0.1% | |
| CAPITAL GROUP FUNDAMENTAL INVESTORS | — | — | — | $392K | <0.1% | |
| CAPITAL GROUP AMCAP TRUST (US) | — | — | — | $376K | <0.1% | |
| CAPITAL GROUP CORE PLUS TOTAL RETUR | — | — | — | $374K | <0.1% | |
| CAPITAL GROUP GLOBAL FIXED INCOME T | — | — | — | $370K | <0.1% | |
| CAPITAL GROUP INTERNATIONAL GROWTH | — | — | — | $354K | <0.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH TR | — | — | — | $320K | <0.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH TR | — | — | — | $309K | <0.1% | |
| CAPITAL GROUP GLOBAL FIXED INCOME T | — | — | — | $269K | <0.1% | |
| CAPITAL GROUP 2015 TARGET DT RET TR CAPITAL GROUP · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $223K | <0.1% | |
| CAPITAL GROUP EUROPACIFIC GROWTH TR | — | — | — | $183K | <0.1% | |
| CAPITAL GROUP INTERNATIONAL GROWTH | — | — | — | $129K | <0.1% | |
| CAPITAL GROUP U.S. CORE FIXED INCOM | — | — | — | $58K | <0.1% | |
| CAPITAL GROUP U.S. INTERMEDIATE-TER | — | — | — | $28K | <0.1% | |
| CAPITAL GROUP U.S. CORE FIXED INCOM | — | — | — | $28K | <0.1% | |
| CAPITAL GROUP U.S. INFLATION LINKED | — | — | — | $25K | <0.1% | |
| CAPITAL GROUP AMERICAN BALANCED TRU | — | — | — | $22K | <0.1% | |
| CAPITAL GROUP NEW WORLD TRUST (US) | — | — | — | $20K | <0.1% | |
| CAPITAL GROUP NEW ECONOMY TRUST | — | — | — | $20K | <0.1% | |
| CAPITAL GROUP U.S. MORTGAGE TRUST ( | — | — | — | $19K | <0.1% | |
| CAPITAL GROUP AMERICAN MUTUAL TRUST | — | — | — | $18K | <0.1% | |
| CAPITAL GROUP INTERNATIONAL GROWTH | — | — | — | $16K | <0.1% | |
| CAPITAL GROUP U.S. INFLATION LINKED | — | — | — | $15K | <0.1% | |
| CAPITAL GROUP MULTI-SECTOR FIXED IN | — | — | — | $15K | <0.1% | |
| CAPITAL GROUP GLOBAL FIXED INCOME T | — | — | — | $15K | <0.1% | |
| CAPITAL GROUP CORE PLUS TOTAL RETUR | — | — | — | $13K | <0.1% | |
| CAPITAL GROUP MULTI-SECTOR FIXED IN | — | — | — | $12K | <0.1% | |
| CAPITAL GROUP WASHINGTON MUTUAL INV | — | — | — | $12K | <0.1% | |
| CAPITAL GROUP INVESTMENT COMPANY OF | — | — | — | $9K | <0.1% | |
| CAPITAL GROUP US HIGH-YIELD TRUST | — | — | — | $9K | <0.1% | |
| CAPITAL GROUP GLOBAL FIXED INCOME T | — | — | — | $6K | <0.1% | |
| CAPITAL GROUP FUNDAMENTAL INVESTORS | — | — | — | $6K | <0.1% | |
| CAPITAL GROUP NEW PERSPECTIVE TRUST | — | — | — | $3K | <0.1% | |
| CAPITAL GROUP GROWTH FUND OF AMERIC | — | — | — | $3K | <0.1% | |
| CAPITAL GROUP U.S. GOVERNMENT TRUST | — | — | — | $168 | <0.1% | |
| AMERICAN CENTURY RETIREMENT IX GLOBAL TRUST COMPANY · EIN 30-6470615 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CLEARBRIDGE SMALL CAP GROWTH R2 CIT GREAY GRAY TRUST COMPANY, LLC · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |