Maron Marvel Bradley Anderson & Tardy LLC's EIN is 51-0375264.
Download the official 2024 Form 5500 (PDF) for Maron Marvel Bradley Anderson & Tardy LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maron Marvel Bradley Anderson & Tardy LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN LP | — | NASHVILLE, TN | INVESTMENT ADVISOR | $33K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % 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 | Common Collective Trusts | — | — | $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 | Mutual Funds | — | — | $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 | Other securities | — | $1.0M | $1.2M | 3.6% | |
| Jpmorgan Us Govt Mmkt Reserve | Other securities | — | — | $938K | 2.7% | |
| Mfs Value R3 | Mutual Funds | — | — | $518K | 1.5% | |
| Empower S&P Smallcap 600 Index Fund L | Common Collective Trusts | — | — | $508K | 1.5% | |
| Pgim High-Yield R2 | Other securities | — | — | $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% - | Bonds / Notes | — | — | $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 | Other securities | — | — | $329K | 1.0% | |
| Pgim Total Return Bond R2 | Other securities | — | — | $321K | 0.9% | |
| Blackrock Advantage International A | Other securities | — | — | $249K | 0.7% | |
| AllianceBernstein L.P. Large Capital Growth Class K | Other securities | — | — | $246K | 0.7% | |
| Invesco Short Dur Infltn Protected A3 | Mutual Funds | — | — | $155K | 0.5% | |
| Ishares Msci Total International Index Abdoax | Other securities | — | — | $151K | 0.4% | |
| Fidelity Advisor Investment Grade Bond Afgbax | Mutual Funds | — | — | $138K | 0.4% | |
| Cashb Interest-bearing | Other securities | — | — | $97K | 0.3% | |
| Blackrock Emerging Markets Inv A | Other securities | — | — | $77K | 0.2% | |
| Blackrock Adv Small Cap Growth Inv A | Other securities | — | — | $76K | 0.2% | |
| Mfs International Growth R3 | Mutual Funds | — | — | $70K | 0.2% | |
| s * AllianceBernstein L.P. Global Real Estate Investment Class K | Mutual Funds | — | — | $10K | <0.1% | |
| Columbia Overseas Value A | Other securities | — | — | $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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MANDMARBLESTONE GROUP LLC | — | HAVERTOWN, PA | TPA | $12K | — |
