Back to filter
Original filing (PDF)20251015130411NAL0002335331001
MARTINS, INC.
Form 5500
FILING_RECEIVED
MARTINS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
216
Accounts w/ balance
227
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
How this plan invests
This plan
27 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 (3 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTINS, INC..
Plan sponsor
Name
MARTINS, INC.
EIN
52-0813461
Address
6821 DOGWOOD ROAD · BALTIMORE, MD · 21244
Phone
(410) 265-1300
Industry
Accommodation & Food 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
2025-10-15
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
RSM 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 | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FA INC | 35-1151034 | — | ADVISOR | $0 | — |
Investments
26 direct securities· $8.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom 2025 Fund | — | — | — | $1.7M | 21.1% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | — | — | — | $1.0M | 12.4% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | — | — | — | $867K | 10.5% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | — | — | — | $646K | 7.8% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | — | — | — | $500K | 6.0% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | — | — | — | $446K | 5.4% | |
| IS Funds IS S&P 500 Index | — | — | — | $420K | 5.1% | |
| T. Rowe Price Growth Stock Fund T. Rowe Price Growth Stock Fund | — | — | — | $395K | 4.8% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | — | — | — | $365K | 4.4% | |
| Interest-bearing cash:*** * Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $225K | 2.7% | |
| Columbia Funds Columbia Mid Cap Index Fund | — | — | — | $199K | 2.4% | |
| MFS Funds MFS Mid Cap Growth R3 | — | — | — | $145K | 1.8% | |
| Columbia Funds Columbia Small Cap Index Fund | — | — | — | $145K | 1.7% | |
| Fidelity Investments Fidelity Freedom Income Fund | — | — | — | $138K | 1.7% | |
| Victory Funds Victory Small Company Opportunity Fund | — | — | — | $129K | 1.6% | |
| Fidelity Investments Fidelity Advisor Investment Grade Bond | — | — | — | $127K | 1.5% | |
| Participants 4.25% to 9.5%; maturity through 2029 | — | — | — | $113K | 1.4% | |
| Fidelity Investments Fidelity Freedom 2055 Fund | — | — | — | $108K | 1.3% | |
| MFS Funds MFS International Diversification Fund R4 | — | — | — | $103K | 1.3% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | — | — | — | $99K | 1.2% | |
| Fidelity Investments Fidelity Freedom 2060 Fund | — | — | — | $89K | 1.1% | |
| Columbia Funds Columbia Dividend Income Fund | — | — | — | $68K | 0.8% | |
| Fidelity Investments Fidelity Freedom 2010 Fund | — | — | — | $57K | 0.7% | |
| Fidelity Investments Fidelity Freedom 2065 Fund | — | — | — | $31K | 0.4% | |
| Fidelity Investments Fidelity Advisor High Income Advantage Fund | — | — | — | $27K | 0.3% | |
| Participant loans net of $7,279 of loans | — | — | — | $7K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Accommodation & Food Services plans
FACILITY CONCESSION SERVICES, LL
SPECTRUM 401(K) PLAN
$8.3M · 193 participants
BEL AIR BAY CLUB, LTD.
BEL AIR BAY CLUB 401(K) PLAN
$8.4M · 151 participants
BOARD OF TRUSTEES, SAN FRANCISCO CULINARY,
SAN FRANCISCO CULINARY, BARTENDERS & SERVICE EMPLOYEES LEGAL SERVICES TRUST FUND
$8.4M · 7,150 participants
FRISBIE MANAGEMENT, INC.
FRISBIE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
$8.1M · 67 participants
PURITAN BAKERY, INC.
PURITAN BAKERY, INC. 401(K) PROFIT SHARING PLAN
$8.4M · 28 participants
MAC PIZZA MANAGEMENT, INC.
MAC PIZZA MANAGEMENT 401(K) PLAN
$8.4M · 1,023 participants
Large plans in Maryland
LOCKHEED MARTIN CORPORATION
LMC DEFINED CONTRIBUTION MASTER TRUST
$56.1B
LOCKHEED MARTIN CORPORATION
LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN
$51.4B · 94,445 participants
T. ROWE PRICE TRUST COMPANY
T. ROWE PRICE INSTITUTIONAL COMMON TRUST FUND, T. ROWE PRICE GROWTH STOCK TRUST
$36.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2040 TRUST
$35.2B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE RETIREMENT 2030 TRUST
$35.0B
T. ROWE PRICE TRUST COMPANY
T.ROWE PRICE STRATEGIC COMMON TRUST FUND, T.ROWE PRICE U.S. VALUE EQUITY TRUST
$32.2B