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Original filing (PDF)20251014090424NAL0002373153001
MARVEL ARCHITECTS, PLLC
Form 5500
FILING_RECEIVED
MARVEL ARCHITECTS LANDSCAPE AR 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
102
Accounts w/ balance
118
Plan assets (EOY)
$8.7M
Net assets (EOY)
$8.7M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARVEL ARCHITECTS, PLLC.
Plan sponsor
Name
MARVEL ARCHITECTS, PLLC
EIN
46-3206439
Address
145 HUDSON ST · NEW YORK, NY · 100132103
Phone
(646) 442-8794
Industry
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $31K | — |
Investments
32 direct securities· $8.7M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Large Cap Growth Index Fund R6 Class " | — | — | — | $1.6M | 18.5% | |
| BlackRock Equity Dividend Fund K Shares " | — | — | — | $1.3M | 15.0% | |
| Fidelity 500 Index " | — | — | — | $888K | 10.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares " | — | — | — | $655K | 7.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares " | — | — | — | $568K | 6.5% | |
| Vanguard Small Cap Value Index Fund Admiral Shares " | — | — | — | $556K | 6.4% | |
| Baird Core Plus Bond Fund Class Institutional " | — | — | — | $518K | 6.0% | |
| Vanguard Balanced Index Fund Admiral Shares " | — | — | — | $340K | 3.9% | |
| Federated Hermes Kaufmann Small Cap Fund Class R6 Shares " | — | — | — | $298K | 3.4% | |
| Schwab Fundamental International Equity Index Fund " ** 4 Vanguard International Growth Fund Admiral Shares " | — | — | — | $253K | 2.9% | |
| Vanguard Wellesley Income Admiral " | — | — | — | $221K | 2.5% | |
| Nuveen Lifecycle 2045 Fund R6 Class " | — | — | — | $198K | 2.3% | |
| Nuveen Lifecycle 2050 Fund R6 Class " | — | — | — | $157K | 1.8% | |
| Vanguard Treasury Money Market Fund Investor Shares Mutual fund | — | — | — | $156K | 1.8% | |
| Nuveen Lifecycle 2055 Fund R6 Class " | — | — | — | $156K | 1.8% | |
| Nuveen Lifecycle 2060 Fund R6 Class " | — | — | — | $141K | 1.6% | |
| Fidelity Mid Cap Index " | — | — | — | $111K | 1.3% | |
| DFA Global Equity Portfolio Institutional Class " | — | — | — | $98K | 1.1% | |
| Vanguard Value Index Fund Admiral Shares " | — | — | — | $85K | 1.0% | |
| Nuveen Lifecycle 2040 Fund R6 Class " | — | — | — | $64K | 0.7% | |
| Nuveen Lifecycle 2030 Fund R6 Class " | — | — | — | $50K | 0.6% | |
| Nuveen Lifecycle 2035 Fund R6 Class " | — | — | — | $47K | 0.5% | |
| Fidelity Multi-Asset Index " | — | — | — | $46K | 0.5% | |
| Nuveen Small Cap Blend Index Fund R6 Class " | — | — | — | $35K | 0.4% | |
| Nuveen Lifecycle 2065 Fund R6 Class " | — | — | — | $30K | 0.3% | |
| Nuveen Lifecycle 2025 Fund R6 Class " | — | — | — | $23K | 0.3% | |
| AB Discovery Growth Fund Class Z " | — | — | — | $20K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares " | — | — | — | $12K | 0.1% | |
| Vanguard GNMA Fund Admiral Shares " | — | — | — | $9K | 0.1% | |
| Nuveen Lifecycle 2020 Fund R6 Class " ** 8 Nuveen Lifecycle 2015 Fund R6 Class " ** 12 Vanguard LifeStrategy Income Fund Investor Shares " | — | — | — | $9K | 0.1% | |
| Nuveen High Yield Fund R6 Class " | — | — | — | $9K | 0.1% | |
| Nuveen Real Estate Securities Select Fund R6 Class " ** 664 Vanguard Explorer Fund Admiral Shares " | — | — | — | $6K | <0.1% |
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