Original filing (PDF)20231016100431NAL0024492387001

MARCONE GROUP

Name: MARCONE GROUP — MARCONE GROUP 401(K) PLAN, Form 5500 (2022)
Creator: MARCONE GROUP

Form 5500

FILING_RECEIVED

MARCONE GROUP 401(K) PLAN

401(k) retirement plan

Signals · 2

No auditor on fileNo recordkeeper disclosed

Active participants

258

Accounts w/ balance

310

Plan assets (EOY)

$17.5M

Net assets (EOY)

$17.5M

How this plan invests

This plan

2 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)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARCONE GROUP.

Plan sponsor

Name

MARCONE GROUP

EIN

57-1073133

Address

2951 HIGHWAY 501 EAST · CONWAY, SC · 295269514

Phone

(843) 347-3121

Industry

Manufacturingsee 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

2023-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

5 rows

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
UBS FINANCIAL SERVICES I	13-2638166	—	INVESTMENT ADVISORY	$4K	—
KUHLMANN FINANCIAL SERVICES INC	43-1618557	—	INVESTMENT ADVISORY	$0	—
WILSHIRE ADVISORS LLC	95-2755361	—	INVESTMENT ADVISORY	$0	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290

Investments

2 pooled funds· $1.9M(11% 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.

Investment	Type	Current value	% of plan
PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024	Pooled Separate Account	$1.9M	11.0%
PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095	Pooled Separate Account	$3K	<0.1%