Back to filter
Original filing (PDF)20251013181830NAL0003929826001
THE MART GROUP, LLC
Form 5500-SF
FILING_RECEIVED
THE MART GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
172
Accounts w/ balance
50
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MART GROUP, LLC.
Plan sponsor
Name
THE MART GROUP, LLC
EIN
45-5630755
Address
70 N 100 E · PO BOX 34 · RUPERT, ID · 833500034
Phone
(208) 436-0611
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
UNITED MILLS
UNITED MILLS 401K PLAN
$2.4M · 12 participants
PLANT PRODUCTS USA INC.
PLANT PRODUCTS USA INC. 401(K) PLAN
$2.4M · 22 participants
MURK-N-T, INC.
MURK-N-T, INC. 401(K) PLAN
$2.4M · 13 participants
MAINE FARMLAND TRUST, INC.
MAINE FARMLAND TRUST, INC. RETIREMENT PLAN
$2.4M · 38 participants
SACRAMENTO VALLEY WALNUT GROWERS, LLC
SVWG 401(K) PLAN
$2.4M · 58 participants
OLAM WEST COAST, INC.
OLAM AMERICAS - HANFORD HOURLY UNION EMPLOYEE
$2.4M · 33 participants
Large plans in Idaho
ALBERTSONS COMPANIES, INC.
ALBERTSONS COMPANIES MASTER TRUST
$8.0B
WINCO HOLDINGS, INC.
WINCO EMPLOYEE STOCK OWNERSHIP PLAN
$5.0B · 17,907 participants
MICRON TECHNOLOGY, INC.
MICRON TECHNOLOGY INC. RETIREMENT AT MICRON (RAM) PLAN
$3.7B · 9,878 participants
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN
$2.3B · 6,632 participants
BATTELLE ENERGY ALLIANCE, LLC
IDAHO NATIONAL LABORATORY EMPLOYEE RETIREMENT PLAN
$2.1B · 930 participants
J.R. SIMPLOT COMPANY
SIMPLOT RETIREMENT SAVINGS PLAN
$1.6B · 9,014 participants