Back to filter
Original filing (PDF)20250919094718NAL0005131842001
MARCO, INC.
Form 5500
FILING_RECEIVED
MARCO TECHNOLOGIES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
1,273
Accounts w/ balance
1,833
Plan assets (EOY)
$151.4M
Net assets (EOY)
$151.4M
How this plan invests
This plan
2 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCO, INC..
Plan sponsor
Name
MARCO, INC.
EIN
41-0991721
Address
4510 HEATHERWOOD ROAD · ST. CLOUD, MN · 56301
Phone
(320) 259-3000
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $121K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEDGE WEALTH MANAGEMENT INC | 27-2503393 | — | ADVISOR | $55K | — |
Investments
29 direct securities · 2 pooled funds· $153.9M(100% 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.
Uncategorized
$125.5M
28 holdings
Mutual Funds
$18.4M
1 holding
Common Collective Trust
$10.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $18.4M | 12.1% | |
| Vanguard Target Retirement 2035 | — | — | — | $14.7M | 9.7% | |
| Vanguard Target Retirement 2050 | — | — | — | $14.5M | 9.6% | |
| Vanguard Target Retirement 2030 | — | — | — | $13.6M | 9.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $13.5M | 8.9% | |
| Fidelity 500 Index Fund | — | — | — | $11.1M | 7.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $7.9M | 5.2% | |
| Vanguard Target Retirement 2055 | — | — | — | $7.9M | 5.2% | |
| GG LRG CAP GR IV R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-4435820 / PN 001 | Common Collective Trust | — | — | $7.5M | 4.9% | |
| Fidelity Contrafund K6 | — | — | — | $7.2M | 4.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $5.9M | 3.9% | |
| Vanguard Target Retirement 2060 | — | — | — | $4.4M | 2.9% | |
| Janus Henderson Balanced Fund | — | — | — | $2.8M | 1.9% | |
| Putnam Large Cap Value R1 | — | — | — | $2.5M | 1.7% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.5M | 1.7% | |
| Fidelity Advisor Self-Directed Brokerage Accounts | — | — | — | $2.2M | 1.4% | |
| Vanguard Target Retirement 2020 | — | — | — | $2.0M | 1.3% | |
| Fidelity International Growth Fund | — | — | — | $1.8M | 1.2% | |
| Money Market Fund * Fidelity Advisor Government Money Market Fund K6 | — | — | — | $1.5M | 1.0% | |
| Fidelity International Index Fund | — | — | — | $1.5M | 1.0% | |
| American Beacon Small Cap Value Fund | — | — | — | $1.5M | 1.0% | |
| Vanguard Target Retirement Income Fund | — | — | — | $1.3M | 0.8% | |
| JPMorgan Core Bond Fund | — | — | — | $1.3M | 0.8% | |
| Baron Discovery Fund Institutional Shares | — | — | — | $1.2M | 0.8% | |
| Brandywine Global High Yield IS | — | — | — | $1.0M | 0.7% | |
| Nuveen Strategic Income Fund | — | — | — | $994K | 0.7% | |
| Hartford International Opportunities Fund | — | — | — | $746K | 0.5% | |
| Fidelity Small Cap Index Fund | — | — | — | $658K | 0.4% | |
| Vanguard Target Retirement 2065 | — | — | — | $638K | 0.4% | |
| American Funds New World Fund | — | — | — | $573K | 0.4% | |
| Virtus Duff & Phelps Real Estate Securities Fund | — | — | — | $548K | 0.4% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Wholesale Trade plans
CANON BUSINESS PROCESS SERVICES, INC.
CANON BUSINESS PROCESS SERVICES RETIREMENT AND INVESTMENT PLAN
$151.9M · 1,247 participants
GENSCO, INC.
GENSCO PROFIT SHARING 401(K) PLAN
$153.8M · 979 participants
CUSA ACQUISITION LLC
OCE EMPLOYEES' CASH ACCUMULATION PLAN
$156.9M · 477 participants
EDWARD DON & COMPANY
THE EDWARD DON & COMPANY COMPREHENSIVE PROFIT SHARING AND SAVINGS PLAN
$137.2M · 193 participants
NIKON INC.
NIKON INC. EMPLOYEES' SAVINGS AND INVESTMENT PLAN
$134.9M · 382 participants
EPPENDORF HOLDING, INCORPORATED
EPPENDORF HOLDINGS, INC. 401(K) PLAN
$133.3M · 761 participants
Large plans in Minnesota
WELLS FARGO & COMPANY
WELLS FARGO & COMPANY 401(K) PLAN
$57.9B · 167,176 participants
UNITED HEALTHCARE SERVICES INC.
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN MASTER TRUST
$31.0B
MINNESOTA LIFE INSURANCE COMPANY
MASTER SEPARATE ACCOUNT
$29.2B
UNITEDHEALTH GROUP INCORPORATED
UNITEDHEALTH GROUP 401(K) SAVINGS PLAN
$26.6B · 199,134 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) PLAN
$14.4B · 427,999 participants
TARGET CORPORATION
TARGET CORPORATION 401(K) MASTER TRUST
$14.2B