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Original filing (PDF)20241015175511NAL0015204099001
MARRIOTT VACATIONS WORLDWIDE CORP.
Form 5500
FILING_RECEIVED
MARRIOTT VACATIONS WORLDWIDE CORP. 401(K)
401(k) retirement plan
Active participants
16,954
Accounts w/ balance
23,781
Plan assets (EOY)
$903.0M
Net assets (EOY)
$902.8M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 186% above peer band of 6 bps.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARRIOTT VACATIONS WORLDWIDE CORP..
Plan sponsor
Name
MARRIOTT VACATIONS WORLDWIDE CORP.
EIN
45-2598330
Address
7812 PALM PARKWAY · ORLANDO, FL · 32836
Phone
(407) 513-6551
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-10-15
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)
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FEDILITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORD KEEPER | $1.4M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | INVESTMENT ADVISOR | $145K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, PC | 22-2027092 | — | ACCOUNTANT/AUDITOR | $29K | — |
Investments
1 pooled fund· $57.4M(6% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 732 | Common Collective Trust | $57.4M | 6.4% |