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Original filing (PDF)20251015092707NAL0005657056001
MARTIN SPECIALTY COATINGS
Form 5500
FILING_RECEIVED
MARTIN SPECIALTY COATINGS 401(K) PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
111
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
How this plan invests
This plan
1 pooled trust
Schedule D
15 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARTIN SPECIALTY COATINGS.
Plan sponsor
Name
MARTIN SPECIALTY COATINGS
EIN
72-0825678
Address
5015 FLOURNOY LUCAS RD STE 1 · SHREVEPORT, LA · 711295133
Phone
(318) 686-2446
Industry
Agriculture, Forestry, Fishing, Huntingsee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2E · Profit-sharing
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TMCE, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PFS INVESTMENTS | 58-1436188 | — | ADVISOR | $0 | — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Investments
14 direct securities · 1 pooled fund· $2.4M(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.
Uncategorized
$2.4M
14 holdings
Common Collective Trust
$9K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Government Money Market Money market fund ** 861 Fidelity Advisor Freedom 2020 Fund Mutual fund | — | — | — | $489K | 20.0% | |
| Fidelity Advisor Freedom 2030 Fund Mutual fund | — | — | — | $463K | 19.0% | |
| Fidelity Advisor Freedom 2040 Fund Mutual fund | — | — | — | $383K | 15.7% | |
| Fidelity Advisor Freedom 2025 Fund Mutual fund | — | — | — | $292K | 12.0% | |
| Fidelity Advisor Freedom 2045 Fund Mutual fund | — | — | — | $271K | 11.1% | |
| Fidelity Advisor Freedom 2065 Fund Mutual fund | — | — | — | $152K | 6.2% | |
| Fidelity Advisor Freedom 2035 Fund Mutual fund | — | — | — | $114K | 4.7% | |
| Fidelity Advisor Freedom 2055 Fund Mutual fund | — | — | — | $91K | 3.7% | |
| Participant notes receivable years - | — | — | — | $73K | 3.0% | |
| Fidelity Advisor Freedom 2050 Fund Mutual fund | — | — | — | $58K | 2.4% | |
| Fidelity Advisor Freedom 2060 Fund Mutual fund | — | — | — | $28K | 1.1% | |
| Fidelity 500 Index Fund Mutual fund | — | — | — | $13K | 0.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $9K | 0.4% | |
| Fidelity Small Cap Value Fund Mutual fund | — | — | — | $5K | 0.2% | |
| Fidelity Advisor Freedom 2070 Fund Mutual fund | — | — | — | $1K | <0.1% |