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Original filing (PDF)20250923124852NAL0002561571001
MARTHAS TABLE INC.
Form 5500
FILING_RECEIVED
MARTHAS TABLE INC. 403B PLAN
403(b) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
136
Accounts w/ balance
290
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
2 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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTHAS TABLE INC..
Plan sponsor
Name
MARTHAS TABLE INC.
EIN
52-1186071
Address
2375 ELVANS RD SE · WASHINGTON, DC · 20020
Phone
(202) 516-4219
Industry
Other Services (ex. Public Admin)see 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
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2L · 403(b)(1) annuity
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GELMAN ROSENBERG & FREEDMAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | NONE | $16K | — |
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $2K | — |
Investments
26 direct securities · 2 pooled funds· $8.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$4.8M
26 holdings
Pooled Separate Account
$3.3M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.3M | 67.9% | |
| VANGUARD Trgt Retire 2035 Inv N/A | — | — | — | $703K | 14.5% | |
| VANGUARD Trgt Retire 2045 Inv N/A | — | — | — | $665K | 13.7% | |
| VANGUARD Trgt Retire 2050 Inv N/A | — | — | — | $532K | 11.0% | |
| VANGUARD Trgt Retire 2055 Inv N/A | — | — | — | $467K | 9.7% | |
| TIAA and CREF Growth R1 N/A | — | — | — | $288K | 6.0% | |
| TIAA and CREF Money Market R1 N/A | — | — | — | $263K | 5.4% | |
| VANGUARD Trgt Retire 2040 Inv N/A | — | — | — | $255K | 5.3% | |
| TIAA and CREF Stock R1 N/A | — | — | — | $239K | 4.9% | |
| VANGUARD Trgt Retire 2060 Inv N/A | — | — | — | $217K | 4.5% | |
| TIAA and CREF Equity Index R1 N/A | — | — | — | $209K | 4.3% | |
| TIAA and CREF TIAA Traditional Non Benefit-Responsive N/A | — | — | — | $180K | 3.7% | |
| TIAA and CREF Global Equities R1 N/A | — | — | — | $162K | 3.3% | |
| VANGUARD TRGT RETIRE 2030 INV MUTUAL FUND SHARES 0 | — | — | — | $156K | 3.2% | |
| VANGUARD Trgt Retire 2025 Inv N/A | — | — | — | $123K | 2.5% | |
| VANGUARD Trgt Retire 2020 Inv N/A | — | — | — | $97K | 2.0% | |
| Participant loans with interest rate of * Participants 4.25% -0- | — | — | — | $85K | 1.8% | |
| TIAA and CREF TIAA Traditional Benefit-Responsive N/A | — | — | — | $68K | 1.4% | |
| TIAA-CREF TIAA REAL ESTATE · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $32K | 0.7% | |
| VANGUARD Trgt Retire Inc Inv N/A | — | — | — | $32K | 0.7% | |
| TIAA and CREF Bond Market R1 N/A | — | — | — | $24K | 0.5% | |
| VANGUARD Trgt Retire 2065 Inv N/A | — | — | — | $19K | 0.4% | |
| VANGUARD 500 Index Adm N/A | — | — | — | $11K | 0.2% | |
| TIAA and CREF Social Choice R1 N/A | — | — | — | $3K | <0.1% | |
| PIMCO Income Institute N/A | — | — | — | $3K | <0.1% | |
| VANGUARD Total Bnd Mkt Idx Adm N/A | — | — | — | $2K | <0.1% | |
| TIAA and CREF Inflation-Linked Bond R1 N/A | — | — | — | $2K | <0.1% | |
| VANGUARD Mid Cap Index Adm N/A | — | — | — | $2K | <0.1% |