Melanie Mathews signed Martin Resource Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Martin Resource Management Corporation's EIN is 75-2789062.
Download the official 2024 Form 5500 (PDF) for Martin Resource Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Martin Resource Management Corporation's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK | 63-0371391 | — | ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Blue Chip Growth Fund | Mutual Funds | — | — | $23.7M | 17.9% | |
| Fidelity Capital Appreciation Fund | Mutual Funds | — | — | $14.1M | 10.7% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $12.4M | 9.3% | |
| Self-directed Brokerage Accounts * Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $8.1M | 6.1% | |
| American Funds American Funds 2030 R6 | Mutual Funds | — | — | $6.5M | 4.9% | |
| American Funds American Funds 2040 R6 | Mutual Funds | — | — | $5.5M | 4.1% | |
| American Funds American Funds 2035 R6 | Mutual Funds | — | — | $5.5M | 4.1% | |
| s * Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $5.3M | 4.0% | |
| Collective trust * Fidelity Managed Income Portfolio | Common Collective Trusts | — | — | $5.1M | 3.8% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.8M | 3.6% | |
| Fidelity International Discovery Fund | Mutual Funds | — | — | $4.4M | 3.3% | |
| Fidelity Low Priced Stock Fund | Mutual Funds | — | — | $4.0M | 3.0% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $3.6M | 2.7% | |
| American Funds American Funds 2045 R6 | Mutual Funds | — | — | $3.5M | 2.7% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $3.1M | 2.3% | |
| Participant Loans Interest rates 4.25%-9.50% - | Bonds / Notes | — | — | $2.9M | 2.2% | |
| American Funds American Funds 2025 R6 | Mutual Funds | — | — | $2.8M | 2.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $2.5M | 1.9% | |
| Fidelity Govt MM Inst K6 | Mutual Funds | — | — | $2.5M | 1.9% | |
| Fidelity Total Market Index Fund | Common Collective Trusts | — | — | $2.2M | 1.7% | |
| American Funds American Funds 2050 R6 | Mutual Funds | — | — | $2.1M | 1.6% | |
| American Funds American Funds 2010 R6 356 * American Funds American Funds 2020 R6 | Mutual Funds | — | — | $1.9M | 1.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.8M | 1.3% | |
| Vanguard Midcap IDX Adm | Common Collective Trusts | — | — | $1.7M | 1.3% | |
| American Funds American Funds 2055 R6 | Mutual Funds | — | — | $1.6M | 1.2% | |
| American Funds American Funds 2060 R6 | Mutual Funds | — | — | $1.5M | 1.1% | |
| Invesco Emerging Markets All Cap Fund Class R5 | Mutual Funds | — | — | $1.5M | 1.1% | |
| American Funds American Funds 2015 R6 | Mutual Funds | — | — | $1.4M | 1.0% | |
| Fidelity Total International Index | Mutual Funds | — | — | $996K | 0.8% | |
| American Funds American Funds 2065 R6 | Mutual Funds | — | — | $835K | 0.6% | |
| Dimensional Fund Advisors DFA US Target Value I | Mutual Funds | — | — | $16K | <0.1% | |
| AllianceBernstein Small Cap Growth Advisor 421 * Baird Mid Cap Growth Instittional | Other securities | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $57K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLLOB MORGAN PEDDY PC | 75-2147296 | — | ACCOUNTANT/AUDITOR | $40K | — |
