Marcone Group's EIN is 57-1073133.
Download the official 2025 Form 5500 (PDF) for Marcone Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Marcone Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES I | 13-2638166 | — | INVESTMENT ADVISORY | $4K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Rtmt 2030 I FD | Other securities | — | — | $2.3M | 13.1% | |
| T. Rowe Price T. Rowe Price Rtmt 2025 I FD | Other securities | — | — | $2.2M | 12.5% | |
| T. Rowe Price T. Rowe Price Rtmt 2020 I FD | Other securities | — | — | $2.2M | 12.5% | |
| T. Rowe Price T. Rowe Price Rtmt 2035 I FD | Other securities | — | — | $2.0M | 11.2% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $1.9M | 11.0% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.6M | 9.4% | |
| T. Rowe Price T. Rowe Price Rtmt 2040 I FD | Other securities | — | — | $993K | 5.7% | |
| T. Rowe Price T. Rowe Price Rtmt 2010 I FD | Other securities | — | — | $770K | 4.4% | |
| T. Rowe Price T Rowe Price Blue Chip Growth Fund Inc | Mutual Funds | — | — | $651K | 3.7% | |
| T. Rowe Price T. Rowe Price Rtmt 2015 I FD | Other securities | — | — | $413K | 2.4% | |
| T. Rowe Price T. Rowe Price Rtmt 2045 I FD | Other securities | — | — | $388K | 2.2% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $300K | 1.7% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $263K | 1.5% | |
| American Balanced Fund | Other securities | — | — | $259K | 1.5% | |
| T. Rowe Price T. Rowe Price Rtmt 2055 I FD | Other securities | — | — | $248K | 1.4% | |
| T. Rowe Price T. Rowe Price Rtmt 2050 I FD | Other securities | — | — | $154K | 0.9% | |
| Vanguard Intermediate-Term Bond Index Fund | Common Collective Trusts | — | — | $142K | 0.8% | |
| Participants 4.25% – 8.50%; maturing through 2027 | Bonds / Notes | — | — | $138K | 0.8% | |
| T. Rowe Price T. Rowe Price Retirement Funds Inc | Common Stocks | — | — | $119K | 0.7% | |
| Vanguard Intermediate-Term Treasury Fund | Mutual Funds | — | — | $104K | 0.6% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $64K | 0.4% | |
| American Century American Century Strategic Allocation Conservative Fund | Other securities | — | — | $55K | 0.3% | |
| PIMCO International Bond Fund | Mutual Funds | — | — | $44K | 0.2% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $40K | 0.2% | |
| T. Rowe Price T Rowe Price Mid-Cap Growth Fund Inc | Mutual Funds | — | — | $38K | 0.2% | |
| Janus Investment Fund - Janus Henderson Triton Fund | Mutual Funds | — | — | $31K | 0.2% | |
| American Funds - New World Fund | Mutual Funds | — | — | $30K | 0.2% | |
| Victory Sycamore Established Value Fund | Other securities | — | — | $27K | 0.2% | |
| JPMorgan US Small Company Fund | Common Stocks | — | — | $12K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $9K | <0.1% | |
| T. Rowe Price T. Rowe Price Rtmt 2065 I FD | Other securities | — | — | $4K | <0.1% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $3K | <0.1% | |
| T. Rowe Price T. Rowe Price Rtmt 2005 I FD | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| KUHLMANN FINANCIAL SERVICES INC |
| 43-1618557 |
| — |
| INVESTMENT ADVISORY |
| $0 |
| — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBMARES, LLP | 54-0737372 | — | ACCOUNTANT | $22K | — |
