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Original filing (PDF)20260312051100NAL0006549411001
MARK 2 RESTAURANT
Form 5500
FILING_RECEIVED
THE MARK HOTEL 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 3.9 mo~154 bps in Sched C fees
Active participants
248
Accounts w/ balance
313
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
84
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Filed 3.9 months past the 10.5-month grace window.
- 154 bps in Schedule C fees — 197% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK 2 RESTAURANT.
Plan sponsor
Name
MARK 2 RESTAURANT
EIN
45-2352171
Address
25 EAST 77TH STREET · NEW YORK, NY · 10075
Phone
(212) 744-4300
Industry
Accommodation & Food Servicessee 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
2026-03-12
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
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
HCVT CPAS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST GREAT-WEST LIFE & ANNUITY | — | COLORADO, CO | RECORDKEEPER | $23K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | COLORADO, CO | INVESTMENT MANAGEMENT | $302 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC. | — | NEW YORK, NY | CONTRACT ADMIN | $8K | — |
Investments
23 direct securities· $2.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2055 Fund Mutual Fund | — | — | — | $374K | 18.5% | |
| Fidelity Freedom Index 2060 Fund Mutual Fund | — | — | — | $266K | 13.2% | |
| Fidelity Freedom Index 2045 Fund Mutual Fund | — | — | — | $233K | 11.5% | |
| Fidelity Freedom Index 2040 Fund Mutual Fund | — | — | — | $223K | 11.0% | |
| Fidelity Freedom Index 2050 Fund Mutual Fund | — | — | — | $199K | 9.8% | |
| Fidelity Freedom Index 2065 Fund Mutual Fund | — | — | — | $135K | 6.7% | |
| Great-West Life & Annuity Co FIDELITY FREEDOM INDEX 2025 | — | — | — | $122K | 6.1% | |
| Fidelity Freedom Index 2030 Fund Mutual Fund | — | — | — | $111K | 5.5% | |
| Fidelity Freedom Index 2035 Fund Mutual Fund | — | — | — | $78K | 3.9% | |
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $69K | 3.4% | |
| Great-West Life & Annuity Co Participants Loans | — | — | — | $47K | 2.3% | |
| MFS Growth Fund Mutual Fund | — | — | — | $45K | 2.2% | |
| Fully benefit-responsive investment contract * EI Fixed Account Guaranteed Interest Contract | — | — | — | $36K | 1.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $19K | 0.9% | |
| Investments Fidelity Freedom Index 2020 Fund Mutual Fund | — | — | — | $18K | 0.9% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $12K | 0.6% | |
| Fidelity International Index Fund Mutual Fund | — | — | — | $9K | 0.4% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $7K | 0.4% | |
| Great-West Life & Annuity Co American Fd New Pers. R6 | — | — | — | $7K | 0.3% | |
| Invesco Discovery Mid Cap Growth Fund Mutual Fund | — | — | — | $7K | 0.3% | |
| Great-West Life & Annuity Co EI FIXED ACCOUNT | — | — | — | $4K | 0.2% | |
| Fidelity Emerging Markets Index Fund Mutual Fund | — | — | — | $3K | 0.2% | |
| American Funds American Mutual Fund Mutual Fund | — | — | — | $3K | 0.1% |
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