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Original filing (PDF)20231012082729NAL0041275376001
MARKETRESEARCH.COM, INC.
Form 5500
FILING_RECEIVED
MARKETRESEARCH.COM, INC. 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
103
Plan assets (EOY)
$8.9M
Net assets (EOY)
$8.9M
How this plan invests
This plan
10 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
95
/ 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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARKETRESEARCH.COM, INC..
Plan sponsor
Name
MARKETRESEARCH.COM, INC.
EIN
52-2234621
Address
6116 EXECUTIVE BLVD # 550 · ROCKVILLE, MD · 208524920
Phone
(240) 747-3000
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MAZARS USA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
Investments
10 pooled funds· $9.7M(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.
Common Collective Trust
$8.0M
6 holdings
Pooled Separate Account
$1.7M
4 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INTERNATIONAL EQUITY I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4139853 / PN 631 | Common Collective Trust | $5.4M | 61.0% |
| CORE PL BD FD FEE CLASS I1 WILMINGTON TRUST N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | $1.1M | 12.1% |
| BLACKROCK EQTY INDEX CL R FD WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | $847K | 9.6% |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | $797K | 9.0% |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | $408K | 4.6% |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | $401K | 4.5% |
| MID CAP VALUE I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | $391K | 4.4% |
| SMALL CAP VALUE II I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4126250 / PN 554 | Common Collective Trust | $155K | 1.7% |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | $125K | 1.4% |
| MID CAP GROWTH I1 FUND WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | $123K | 1.4% |
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