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Original filing (PDF)20251014195235NAL0003666641001
MARON MARVEL BRADLEY ANDERSON & TARDY LLC
Form 5500
FILING_RECEIVED
MARON MARVEL BRADLEY ANDERSON & TARDY LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
190
Accounts w/ balance
314
Plan assets (EOY)
$34.2M
Net assets (EOY)
$34.2M
How this plan invests
This plan
11 pooled trusts
Schedule D
31 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
Helping the score
- Below-peer total fees (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARON MARVEL BRADLEY ANDERSON & TARDY LLC.
Plan sponsor
Name
MARON MARVEL BRADLEY ANDERSON & TARDY LLC
EIN
51-0375264
Address
1201 N MARKET STREET STE 1100 · WILMINGTON, DE · 19801
Phone
(302) 472-1754
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
SANTORA CPA GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | — | HAVERTOWN, PA | TPA | $12K | — |
Investments
21 direct securities · 11 pooled funds· $35.4M(100% 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.
Common Collective Trust
$25.4M
11 holdings
Uncategorized
$10.0M
20 holdings
Mutual Funds
$10K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AB MULTI MR RET TRT 2035 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116848 / PN 000 | Common Collective Trust | — | — | $5.3M | 15.4% | |
| AB MULTI MR RET TRT 2030 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116847 / PN 000 | Common Collective Trust | — | — | $4.9M | 14.5% | |
| AB MULTI MR RET TRT 2040 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116849 / PN 000 | Common Collective Trust | — | — | $4.9M | 14.4% | |
| AB MULTI MR RET TRT 2020 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116845 / PN 000 | Common Collective Trust | — | — | $2.9M | 8.6% | |
| AB MULTI MR RET TRT 2025 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116846 / PN 000 | Common Collective Trust | — | — | $2.8M | 8.1% | |
| Invesco S&P 500 Index A | — | — | — | $2.3M | 6.8% | |
| AB MULTI MR RET TRT 2045 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116850 / PN 000 | Common Collective Trust | — | — | $2.0M | 5.8% | |
| Mfs Growth R3 | — | — | — | $1.7M | 4.9% | |
| AB MULTI MR RET TRT 2050 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116851 / PN 000 | Common Collective Trust | — | — | $1.3M | 3.9% | |
| Corrected1,020 | — | — | $1.0M | $1.2M | 3.6% | |
| Jpmorgan Us Govt Mmkt Reserve | — | — | — | $938K | 2.7% | |
| Mfs Value R3 | — | — | — | $518K | 1.5% | |
| Empower S&P Smallcap 600 Index Fund L | — | — | — | $508K | 1.5% | |
| Pgim High-Yield R2 | — | — | — | $484K | 1.4% | |
| AB MULTI MR RET TRT 2055 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116852 / PN 000 | Common Collective Trust | — | — | $448K | 1.3% | |
| Notes receivable from Interest rates ranging from 4.25% - 9.50% - | — | — | — | $444K | 1.3% | |
| AB MULTI MR RET TRT 2060 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116853 / PN 000 | Common Collective Trust | — | — | $426K | 1.2% | |
| AB MULTI MR RET TRT 2015 FD W SR FE AST WILMINGTON TRUST · EIN 38-4116844 / PN 000 | Common Collective Trust | — | — | $334K | 1.0% | |
| AllianceBernstein L.P. Small Capital Value Class A | — | — | — | $329K | 1.0% | |
| Pgim Total Return Bond R2 | — | — | — | $321K | 0.9% | |
| Blackrock Advantage International A | — | — | — | $249K | 0.7% | |
| AllianceBernstein L.P. Large Capital Growth Class K | — | — | — | $246K | 0.7% | |
| Invesco Short Dur Infltn Protected A3 | — | — | — | $155K | 0.5% | |
| Ishares Msci Total International Index Abdoax | — | — | — | $151K | 0.4% | |
| Fidelity Advisor Investment Grade Bond Afgbax | — | — | — | $138K | 0.4% | |
| Cashb Interest-bearing | — | — | — | $97K | 0.3% | |
| Blackrock Emerging Markets Inv A | — | — | — | $77K | 0.2% | |
| Blackrock Adv Small Cap Growth Inv A | — | — | — | $76K | 0.2% | |
| Mfs International Growth R3 | — | — | — | $70K | 0.2% | |
| s * AllianceBernstein L.P. Global Real Estate Investment Class K | Mutual Funds | — | — | $10K | <0.1% | |
| Columbia Overseas Value A | — | — | — | $4K | <0.1% | |
| AB MULTI MR RET ALOC TRT FD W SR FE AST WILMINGTON TRUST · EIN 38-4116842 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
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