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Original filing (PDF)20251010122538NAL0017931986001
MARCORP LIMITED
Form 5500
FILING_RECEIVED
MARCORP LIMITED 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
113
Accounts w/ balance
114
Plan assets (EOY)
$3.2M
Net assets (EOY)
$3.2M
How this plan invests
This plan
26 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 (34 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCORP LIMITED.
Plan sponsor
Name
MARCORP LIMITED
EIN
52-1376214
Address
5719 YORK ROAD · BALTIMORE, MD · 212123634
Phone
(410) 435-0500
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BETHKE CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT & BENEFIT | 13-5674085 | — | NONE | $9K | — |
| ASCENSUS LLC | 11-3665754 | — | NONE | $2K | — |
Investments
26 direct securities· $3.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $544K | 17.1% | |
| GM T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $353K | 11.1% | |
| GM Voya Intermediate Bond R6 Voya 0 | — | — | — | $272K | 8.6% | |
| GM T. Rowe Price Overseas Stock I T. Rowe Price 0 | — | — | — | $267K | 8.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $197K | 6.2% | |
| GM BlackRock High Yield Portfolio K GM Blackrock 0 | — | — | — | $182K | 5.7% | |
| GM BlackRock Global Allocation K BlackRock 0 | — | — | — | $178K | 5.6% | |
| GM Invesco Diversified Dividend Inv Invesco 0 | — | — | — | $176K | 5.5% | |
| GM Baron Asset Instl Baron 0 | — | — | — | $173K | 5.4% | |
| GM Impax Small Cap Inv GM Impax 0 | — | — | — | $131K | 4.1% | |
| GM Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $114K | 3.6% | |
| GM iShares S&P 500 Index K iShares 0 | — | — | — | $110K | 3.5% | |
| GM AB Global Bond Z Alliance Bernstein 0 | — | — | — | $91K | 2.9% | |
| GM American Funds Capital Inc Bldr R6 American Funds 0 | — | — | — | $89K | 2.8% | |
| GM Invesco Global R6 Invesco 0 | — | — | — | $87K | 2.8% | |
| iShares S&P 500 Index K iShares 0 | — | — | — | $53K | 1.7% | |
| T. Rowe Price Blue Chip Growth I T. Rowe Price 0 | — | — | — | $38K | 1.2% | |
| T. Rowe Price Overseas Stock I T. Rowe Price 0 | — | — | — | $25K | 0.8% | |
| Voya Intermediate Bond R6 Voya 0 | — | — | — | $16K | 0.5% | |
| AB Global Bond Z Alliance Bernstein 0 10 Baron Asset Instl Baron 0 | — | — | — | $13K | 0.4% | |
| BlackRock Global Allocation K BlackRock 0 | — | — | — | $12K | 0.4% | |
| American Funds Capital Inc Bldr R6 American Funds 0 | — | — | — | $12K | 0.4% | |
| Invesco Diversified Dividend Inv Invesco 0 | — | — | — | $9K | 0.3% | |
| BlackRock High Yield Portfolio K Blackrock 0 | — | — | — | $8K | 0.2% | |
| Impax Small Cap Inv Impax 0 | — | — | — | $3K | <0.1% | |
| Invesco Global R6 Invesco 0 | — | — | — | $2K | <0.1% |
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