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Original filing (PDF)20251014132724NAL0006174082001
MARK43, INC.
Form 5500
FILING_RECEIVED
MARK43 401(K) PLAN
401(k) retirement plan
Active participants
246
Accounts w/ balance
312
Plan assets (EOY)
$26.3M
Net assets (EOY)
$26.3M
How this plan invests
This plan
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 35 bps in Schedule C fees — modestly above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK43, INC..
Plan sponsor
Name
MARK43, INC.
EIN
46-1256121
Address
8W 40TH ST · 2ND FLOOR · NEW YORK, NY · 10018
Phone
(646) 526-3330
Industry
All Other Professional Services· Professional & Technical 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
2025-10-14
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $47K | — |
Investments
33 direct securities· $26.3M(100% of reported assets)
Uncategorized
$21.2M
32 holdings
Mutual Funds
$5.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Freedom Index 2050 Fund - Institutional N/R | Mutual Funds | — | — | $5.0M | 19.2% | |
| Fidelity 500 Index Fund N/R | — | — | — | $4.9M | 18.6% | |
| Fidelity Freedom Index 2055 Fund, Institutional N/R | — | — | — | $3.9M | 14.7% | |
| Fidelity Freedom Index 2060 Fund, Institutional N/R | — | — | — | $2.7M | 10.5% | |
| Fidelity Freedom Index 2035 Fund, Institutional N/R | — | — | — | $2.3M | 8.9% | |
| Fidelity Freedom Index 2045 Fund, Institutional N/R | — | — | — | $1.4M | 5.2% | |
| Fidelity Freedom Index 2040 Fund, Institutional N/R | — | — | — | $1.2M | 4.6% | |
| American Century American Century Ultra Fund R6 Class N/R | — | — | — | $610K | 2.3% | |
| Fidelity Freedom Index 2065 Fund, Institutional N/R | — | — | — | $547K | 2.1% | |
| Fidelity Freedom Index 2030 Fund, Institutional N/R | — | — | — | $540K | 2.1% | |
| MFS International Growth Fund Class R6 N/R | — | — | — | $357K | 1.4% | |
| Fidelity Government Money Market Fund N/R | — | — | — | $314K | 1.2% | |
| Fidelity Mid Cap Index Fund N/R | — | — | — | $300K | 1.1% | |
| Participant Loans Notes receivable from participants, with interest rates ranging $0 | — | — | — | $300K | 1.1% | |
| Fidelity International Index Fund N/R | — | — | — | $240K | 0.9% | |
| Columbia Dividend Income Fund Institutional 3 Class N/R | — | — | — | $175K | 0.7% | |
| Fidelity Advisor Small Cap Growth Fund Class Z N/R | — | — | — | $171K | 0.6% | |
| Fidelity Freedom Index 2025 Fund, Institutional N/R | — | — | — | $148K | 0.6% | |
| Fidelity Small Cap Index Fund N/R | — | — | — | $141K | 0.5% | |
| Fidelity Total Market Index Fund N/R | — | — | — | $128K | 0.5% | |
| Allspring Special Mid Cap Value Fund, Class Ins N/R | — | — | — | $99K | 0.4% | |
| MFS Mid Cap Growth Fund Class R4 N/R | — | — | — | $99K | 0.4% | |
| Self-Directed Brokerage Accounts * Fidelity Brokerage Link, Common Stock N/R | — | — | — | $98K | 0.4% | |
| American Funds American Funds The Bond Fund of America Class R-6 N/R | — | — | — | $95K | 0.4% | |
| Fidelity Advisor Focused Emerging Markets Fund N/R | — | — | — | $92K | 0.4% | |
| Fidelity Freedom Index 2020 Fund, Institutional N/R | — | — | — | $75K | 0.3% | |
| Fidelity Freedom Index Income Fund, Institutional N/R | — | — | — | $70K | 0.3% | |
| Principal Real Estate Securities Fund Institutional N/R | — | — | — | $68K | 0.3% | |
| Allspring Special Small Cap Value Fund Institution N/R | — | — | — | $54K | 0.2% | |
| Lord Abbett Lord Abbett Bond Debenture Fund Class R6 N/R | — | — | — | $53K | 0.2% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $23K | <0.1% | |
| Fidelity Freedom Index 2010 Fund, Institutional N/R | — | — | — | $3K | <0.1% | |
| Fidelity Freedom Index 2015 Fund, Institutional N/R | — | — | — | $3K | <0.1% |
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