Original filing (PDF)20251015180900NAL0002849635001

Mark ANDY, Inc.

Name: Mark ANDY, Inc. — Mark ANDY, Inc. Employee Savings &, Form 5500 (2024)
Creator: Mark ANDY, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mark ANDY, Inc. Employee Savings & Profit Sharing Plan

401(k) retirement plan · Mark ANDY, Inc.'s Mark ANDY, Inc. Employee Savings & Profit Sharing Plan held $75.4M in plan assets for 392 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

1 failed disclosure

Active participants

392

Accounts w/ balance

486

Plan assets (EOY)

$75.4M

Net assets (EOY)

$75.4M

How this plan invests

This plan

1 pooled trust

Schedule D

30 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

1 Schedule C provider failed to disclose compensation.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARK ANDY, INC..

Plan sponsor

Name

MARK ANDY, INC.

EIN

43-0723392all filings

Address

18081 CHESTERFIELD AIRPORT ROAD · CHESTERFIELD, MO · 63005

Phone

(636) 532-4433

Industry

Manufacturing

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

2025-10-15

Pension benefit codes

3H · Sponsor in controlled / affiliated group

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

2E · Profit-sharing

2F · ERISA section 404(c)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$58K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
CREATIVE PLANNING LLC	84-4519624	—	ADVISOR	$48K	—
STRATEGIC ADVISORS, INC.	04-2654524

Failed / refused disclosures (Sched C Part 2)

Provider	Nondisclosure info
—	—

Investments

30 direct securities · 1 pooled fund· $75.7M(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.

Mutual Funds

$57.9M

20 holdings

Common Collective Trusts

$10.6M

6 holdings

Other securities

$6.9M

4 holdings

Common Collective Trust

$271K

1 holding

					% of plan
s * Fidelity Investments Fidelity Contrafund K6	Mutual Funds	—	—	$12.0M	16.0%
Fidelity Investments Fidelity OTC K6	Mutual Funds	—	—	$10.3M	13.6%
Fidelity Investments Fidelity Spartan 500 Index Fund	Common Collective Trusts	—	—	$7.6M	10.1%
Fidelity Investments Fidelity Freedom 2030 K Fund	Mutual Funds	—	—	$6.4M	8.5%
Fidelity Investments Fidelity Freedom 2025 K Fund	Mutual Funds	—	—	$5.2M	6.9%
Fidelity Investments Fidelity Freedom 2035 K Fund	Mutual Funds	—	—	$4.4M	5.9%
Fidelity Investments Fidelity Freedom 2045 K Fund	Mutual Funds	—	—	$3.9M	5.2%
Western Asset Western Asset Core Bond Fund I	Other securities	—	—	$3.3M	4.3%
Fidelity Investments Fidelity Government Money Market Fund K6	Mutual Funds	—	—	$2.7M	3.6%
Fidelity Investments Fidelity Freedom 2020 K Fund	Mutual Funds	—	—	$2.3M	3.1%
Fidelity Investments Fidelity Freedom 2040 K Fund	Mutual Funds	—	—	$2.3M	3.0%
Fidelity Investments Fidelity Freedom 2050 K Fund	Mutual Funds	—	—	$2.1M	2.8%
BlackRock Mid-Cap Growth Equity Class K	Other securities	—	—	$1.8M	2.4%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$1.5M	1.9%
Invesco Discovery Fund Class R6	Mutual Funds	—	—	$1.3M	1.8%
Allspring Global Investments Allspring Special Mid Cap Value Fund	Other securities	—	—	$1.2M	1.6%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$1.0M	1.4%
Fidelity Investments Fidelity Freedom 2055 K Fund	Mutual Funds	—	—	$962K	1.3%
Fidelity Investments Fidelity International Index Fund	Common Collective Trusts	—	—	$771K	1.0%
MFS Value Fund	Mutual Funds	—	—	$744K	1.0%
Notes Receivable from Participants through August 2034. -	Other securities	—	—	$624K	0.8%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$566K	0.8%
American Funds American Funds 2060 Target Date Retirement Fund	Mutual Funds	—	—	$532K	0.7%
Fidelity Investments Fidelity Freedom 2010 K Fund	Mutual Funds	—	—	$441K	0.6%
Fidelity Investments Fidelity Freedom 2015 K Fund	Mutual Funds	—	—	$320K	0.4%
Fidelity Investments Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$314K	0.4%
* Fidelity Investments Fidelity Managed Income Portfolio	Common Collective Trusts	—	—	$271K	0.4%
MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024	Common Collective Trust	—	—	$271K	0.4%
Fidelity Investments Fidelity Advisor Strategic Income Z	Mutual Funds	—	—	$261K	0.3%
DFA US Targeted Value Fund I	Mutual Funds	—	—	$112K	0.1%
American Funds American Funds 2065 Target Date Retirement Fund	Mutual Funds	—	—	$92K	0.1%