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Original filing (PDF)20250723094416NAL0004186400001
MARATHON ELECTRICAL CONTRACTORS, LLC
Form 5500
FILING_RECEIVED
MARATHON ELECTRICAL CONTRACTORS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
463
Accounts w/ balance
493
Plan assets (EOY)
$28.6M
Net assets (EOY)
$28.6M
How this plan invests
This plan
43 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — 137% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARATHON ELECTRICAL CONTRACTORS, LLC.
Plan sponsor
Name
MARATHON ELECTRICAL CONTRACTORS, LLC
EIN
63-0948925
Address
2830 COMMERCE BOULEVARD · IRONDALE, AL · 35210
Phone
(205) 323-8500
Industry
Electrical Contractors· Constructionsee 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
2025-07-23
Pension benefit codes
2E · Profit-sharing
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)
Audit & trust (Schedule H)
Auditor
THE HIGHLANDS ACCOUNTING GROUP, INC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RENASANT BANK | — | TUPELO, MS | NONE | $177K | — |
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $10K | — |
| THE HIGHLANDS ACCOUNTING GROUP, INC | — | HOOVER, AL | NONE | $9K | — |
Investments
43 direct securities· $28.2M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T Rowe Price Retirement 2050 a | — | — | — | $3.9M | 13.7% | |
| T Rowe Price Retirement 2040 a | — | — | — | $3.3M | 11.5% | |
| Renasant Conservative Growth Model a | — | — | — | $2.2M | 7.5% | |
| Vanguard Total Stock Market Index a | — | — | — | $2.0M | 7.0% | |
| Vanguard Large Cap Index a | — | — | — | $1.9M | 6.5% | |
| Federated Government Obligations a | — | — | — | $1.7M | 6.0% | |
| JP Morgan Growth Advantage a | — | — | — | $1.6M | 5.4% | |
| T Rowe Price Retirement 2030 a | — | — | — | $1.4M | 4.8% | |
| Value Line Mid Cap Focused a | — | — | — | $1.3M | 4.4% | |
| Renasant Moderate Growth Model a | — | — | — | $833K | 2.9% | |
| T Rowe Price Retirement 2015 a 37 T Rowe Price Retirement 2020 a | — | — | — | $758K | 2.6% | |
| Vanguard Small Cap Index a | — | — | — | $749K | 2.6% | |
| American Century Small Cap Growth a | — | — | — | $699K | 2.4% | |
| Mid Atlantic Cash and cash equivalents a 855 AllianceBernstein Large Cap Growth a | — | — | — | $644K | 2.3% | |
| Notes Receivable from Participants Interest rates range from 4.25% to 9.50%, various maturities -0- | — | — | — | $588K | 2.1% | |
| T Rowe Price Retirement 2060 a | — | — | — | $566K | 2.0% | |
| Renasant Growth Model a | — | — | — | $540K | 1.9% | |
| T Rowe Price Retirement 2045 a | — | — | — | $525K | 1.8% | |
| Renasant Aggressive Growth Model a | — | — | — | $438K | 1.5% | |
| T Rowe Price Retirement 2065 a | — | — | — | $416K | 1.5% | |
| Buffalo International a | — | — | — | $282K | 1.0% | |
| MFS Mid Cap Value a | — | — | — | $277K | 1.0% | |
| T Rowe Price Retirement 2055 a | — | — | — | $268K | 0.9% | |
| T Rowe Price Retirement 2035 a | — | — | — | $249K | 0.9% | |
| Cohen & Steers Real Estate Securities a | — | — | — | $183K | 0.6% | |
| Matthews Emerging Markets Small Companies a | — | — | — | $136K | 0.5% | |
| Renasant Income Model a | — | — | — | $125K | 0.4% | |
| Undiscovered Managers Behavioral Value a | — | — | — | $114K | 0.4% | |
| Vanguard Mid Cap Index a | — | — | — | $105K | 0.4% | |
| T Rowe Price Retirement 2025 a | — | — | — | $96K | 0.3% | |
| Hartford Dividend and Growth a | — | — | — | $78K | 0.3% | |
| Baird Core Plus Bond a | — | — | — | $71K | 0.2% | |
| Federated Total Return Bond a | — | — | — | $62K | 0.2% | |
| Vanguard Total International Stock Index a | — | — | — | $58K | 0.2% | |
| Smead Value Fund Class Y a | — | — | — | $48K | 0.2% | |
| Federated International Small-Mid Company a | — | — | — | $26K | <0.1% | |
| Schwab Treasury Infl Protected Secs Index a | — | — | — | $24K | <0.1% | |
| JP Morgan Global Bond Opportunities a | — | — | — | $22K | <0.1% | |
| Pimco Income a | — | — | — | $22K | <0.1% | |
| Federated Institutional High Yield Bond a | — | — | — | $21K | <0.1% | |
| JP Morgan Hedged Equity a | — | — | — | $12K | <0.1% | |
| Vanguard Developed Markets Index a | — | — | — | $6K | <0.1% | |
| JP Morgan Core Bond a | — | — | — | $2K | <0.1% |
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