Paul Keller signed Marco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marco, Inc.'s EIN is 41-0991721.
Download the official 2024 Form 5500 (PDF) for Marco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marco, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEDGE WEALTH MANAGEMENT INC | 27-2503393 | — | 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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $18.4M | 12.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $14.7M | 9.7% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $14.5M | 9.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $13.6M | 9.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $13.5M | 8.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.1M | 7.4% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $7.9M | 5.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $7.2M | 4.7% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $5.9M | 3.9% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $4.4M | 2.9% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $2.8M | 1.9% | |
| Putnam Large Cap Value R1 | Mutual Funds | — | — | $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 | Self-Directed Brokerage | — | — | $2.2M | 1.4% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $2.0M | 1.3% | |
| Fidelity International Growth Fund | Mutual Funds | — | — | $1.8M | 1.2% | |
| Money Market Fund * Fidelity Advisor Government Money Market Fund K6 | Mutual Funds | — | — | $1.5M | 1.0% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.5M | 1.0% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $1.5M | 1.0% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.3M | 0.8% | |
| JPMorgan Core Bond Fund | Other securities | — | — | $1.3M | 0.8% | |
| Baron Discovery Fund Institutional Shares | Other securities | — | — | $1.2M | 0.8% | |
| Brandywine Global High Yield IS | Other securities | — | — | $1.0M | 0.7% | |
| Nuveen Strategic Income Fund | Mutual Funds | — | — | $994K | 0.7% | |
| Hartford International Opportunities Fund | Other securities | — | — | $746K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $658K | 0.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $638K | 0.4% | |
| American Funds New World Fund | Mutual Funds | — | — | $573K | 0.4% | |
| Virtus Duff & Phelps Real Estate Securities Fund | Other securities | — | — | $548K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
