Timothy Rowan signed Marvel Architects, PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marvel Architects, PLLC's EIN is 46-3206439.
Download the official 2024 Form 5500 (PDF) for Marvel Architects, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marvel Architects, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEVELIZED COMPENSATION ADVISOR | — | — | INVESTMENT ADVISORY | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Large Cap Growth Index Fund R6 Class " | Common Collective Trusts | — | — | $1.6M | 18.5% | |
| BlackRock Equity Dividend Fund K Shares " | Other securities | — | — | $1.3M | 15.0% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $888K | 10.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares " | Common Collective Trusts | — | — | $655K | 7.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares " | Common Collective Trusts | — | — | $568K | 6.5% | |
| Vanguard Small Cap Value Index Fund Admiral Shares " | Common Collective Trusts | — | — | $556K | 6.4% | |
| Baird Core Plus Bond Fund Class Institutional " | Other securities | — | — | $518K | 6.0% | |
| Vanguard Balanced Index Fund Admiral Shares " | Common Collective Trusts | — | — | $340K | 3.9% | |
| Federated Hermes Kaufmann Small Cap Fund Class R6 Shares " | Other securities | — | — | $298K | 3.4% | |
| Schwab Fundamental International Equity Index Fund " ** 4 Vanguard International Growth Fund Admiral Shares " | Common Collective Trusts | — | — | $253K | 2.9% | |
| Vanguard Wellesley Income Admiral " | Mutual Funds | — | — | $221K | 2.5% | |
| Nuveen Lifecycle 2045 Fund R6 Class " | Mutual Funds | — | — | $198K | 2.3% | |
| Nuveen Lifecycle 2050 Fund R6 Class " | Mutual Funds | — | — | $157K | 1.8% | |
| Vanguard Treasury Money Market Fund Investor Shares Mutual fund | Mutual Funds | — | — | $156K | 1.8% | |
| Nuveen Lifecycle 2055 Fund R6 Class " | Mutual Funds | — | — | $156K | 1.8% | |
| Nuveen Lifecycle 2060 Fund R6 Class " | Mutual Funds | — | — | $141K | 1.6% | |
| Fidelity Mid Cap Index " | Mutual Funds | — | — | $111K | 1.3% | |
| DFA Global Equity Portfolio Institutional Class " | Mutual Funds | — | — | $98K | 1.1% | |
| Vanguard Value Index Fund Admiral Shares " | Common Collective Trusts | — | — | $85K | 1.0% | |
| Nuveen Lifecycle 2040 Fund R6 Class " | Mutual Funds | — | — | $64K | 0.7% | |
| Nuveen Lifecycle 2030 Fund R6 Class " | Mutual Funds | — | — | $50K | 0.6% | |
| Nuveen Lifecycle 2035 Fund R6 Class " | Mutual Funds | — | — | $47K | 0.5% | |
| Fidelity Multi-Asset Index " | Mutual Funds | — | — | $46K | 0.5% | |
| Nuveen Small Cap Blend Index Fund R6 Class " | Common Collective Trusts | — | — | $35K | 0.4% | |
| Nuveen Lifecycle 2065 Fund R6 Class " | Mutual Funds | — | — | $30K | 0.3% | |
| Nuveen Lifecycle 2025 Fund R6 Class " | Mutual Funds | — | — | $23K | 0.3% | |
| AB Discovery Growth Fund Class Z " | Other securities | — | — | $20K | 0.2% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares " | Mutual Funds | — | — | $12K | 0.1% | |
| Vanguard GNMA Fund Admiral Shares " | Agency / Mortgage-Backed | — | — | $9K | 0.1% | |
| Nuveen Lifecycle 2020 Fund R6 Class " ** 8 Nuveen Lifecycle 2015 Fund R6 Class " ** 12 Vanguard LifeStrategy Income Fund Investor Shares " | Mutual Funds | — | — | $9K | 0.1% | |
| Nuveen High Yield Fund R6 Class " | Mutual Funds | — | — | $9K | 0.1% | |
| Nuveen Real Estate Securities Select Fund R6 Class " ** 664 Vanguard Explorer Fund Admiral Shares " | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
