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Original filing (PDF)20250626081527NAL0004897299001
MARBRIDGE FOUNDATION, INC.
Form 5500
FILING_RECEIVED
MARBRIDGE FOUNDATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
274
Accounts w/ balance
189
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
80
Vendor stack
80
Participation health
80
Knocking points off
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 69% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARBRIDGE FOUNDATION, INC..
Plan sponsor
Name
MARBRIDGE FOUNDATION, INC.
EIN
74-1183095
Address
2310 BLISS SPILLAR ROAD · MANCHACA, TX · 78652
Phone
(512) 282-1144
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PEGGY S. EDGE, CPA, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY BROKERAGE SERVICES, INC. | — | BOSTON, MA | CUSTODIAN | $2K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPLOYEE INCENTIVE PLANS, INC. | — | AUSTIN, TX | TPA, RK | $28K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLASMARK FINANCIAL, INC | — | AUSTIN, TX | INV ADV | $10K | — |
Investments
20 direct securities· $5.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Personal Trust Company Fidelity 500 Index | — | — | — | $801K | 14.5% | |
| Fidelity Personal Trust Company Fidelity Large Cap Value Index | — | — | — | $573K | 10.4% | |
| Fidelity Personal Trust Company Fidelity Short Term Bond Index | — | — | — | $552K | 10.0% | |
| Fidelity Personal Trust Company Fidelity US Bond Index Premium | — | — | — | $549K | 9.9% | |
| Fidelity Personal Trust Company Fidelity Interm Trs Bond Index | — | — | — | $510K | 9.2% | |
| Fidelity Personal Trust Company Fidelity Four in One Index | — | — | — | $479K | 8.7% | |
| Fidelity Personal Trust Company Fidelity International Index | — | — | — | $459K | 8.3% | |
| Fidelity Personal Trust Company Fidelity LargeCap Growth Index | — | — | — | $342K | 6.2% | |
| Fidelity Personal Trust Company Fidelity Mid Cap Index | — | — | — | $320K | 5.8% | |
| Fidelity Personal Trust Company Fidelity Small Cap Index | — | — | — | $264K | 4.8% | |
| Fidelity Personal Trust Company Fidelity Emerging Markets Index | — | — | — | $196K | 3.5% | |
| Participant Loans Interest Rates: 5.25% - 10.5% | — | — | — | $157K | 2.8% | |
| Fidelity Personal Trust Company Dodge & Cox Income | — | — | — | $95K | 1.7% | |
| Fidelity Personal Trust Company Vanguard Mid-Cap Value Index | — | — | — | $91K | 1.6% | |
| Fidelity Personal Trust Company Vanguard MC Growth Index | — | — | — | $54K | 1.0% | |
| Fidelity Personal Trust Company Fidelity Government Money Market | — | — | — | $31K | 0.6% | |
| Fidelity Personal Trust Company DFA Global Equity I | — | — | — | $19K | 0.3% | |
| Fidelity Personal Trust Company Vanguard SC Growth Index | — | — | — | $18K | 0.3% | |
| Fidelity Personal Trust Company Vanguard SC Value Index | — | — | — | $9K | 0.2% | |
| Fidelity Personal Trust Company Vanguard Total Intl Bond Index | — | — | — | $3K | <0.1% |