Back to filter
Original filing (PDF)20250908103754NAL0011881267002
THE MARKER GROUP, INC.
Form 5500
FILING_RECEIVED
THE MARKER GROUP, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
261
Accounts w/ balance
203
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (5 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MARKER GROUP, INC..
Plan sponsor
Name
THE MARKER GROUP, INC.
EIN
76-0526453
Address
13105 NORTHWEST FREEWAY SUITE 300 · HOUSTON, TX · 77040
Phone
(713) 934-2689
Industry
Professional & Technical Servicessee 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
2025-09-08
Pension benefit codes
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)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MELTON & MELTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NOVA 401(K) ASSOCIATES | — | HOUSTON, TX | THIRD PARTY ADMINISTRATOR | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT ADVISORS, LLC | 02-0488491 | — | SERVICE PROVIDER | $4K | — |
Investments
24 direct securities · 1 pooled fund· $15.5M(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
$8.0M
24 holdings
Pooled Separate Account
$7.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY CO · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $7.5M | 94.7% | |
| Vanguard 500 Index Fund Adm | — | — | — | $1.6M | 20.6% | |
| JPMorgan Large Cap Growth Fund R6 | — | — | — | $883K | 11.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $773K | 9.7% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $725K | 9.1% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $583K | 7.3% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $546K | 6.9% | |
| Vanguard Mid-Cap Index Fund Adm | — | — | — | $392K | 4.9% | |
| Voya Retirement Insurance and Annuity Company MFS International Growth Fund R6 | — | — | — | $380K | 4.8% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $317K | 4.0% | |
| Vanguard Small-Cap Index Fund Adm | — | — | — | $262K | 3.3% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $240K | 3.0% | |
| Voya Retirement Insurance and Annuity Company Voya Fixed Account | — | — | — | $212K | 2.7% | |
| Participant Loans 5.25% - 10.50% -0- | — | — | — | $208K | 2.6% | |
| Invesco Diversified Dividend Fund R6 | — | — | — | $161K | 2.0% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $138K | 1.7% | |
| PGIM Total Return Bond Fund R6 | — | — | — | $108K | 1.4% | |
| MFS Mid Cap Value Fund R6 | — | — | — | $100K | 1.3% | |
| Vanguard Target Retirement 2070 Inv ** 194 Vanguard Target Retirement Income Fund | — | — | — | $77K | 1.0% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $71K | 0.9% | |
| Neuberger Berman Md Cp Grw Fund R6 | — | — | — | $49K | 0.6% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $43K | 0.5% | |
| AB Global Bond Fund Z | — | — | — | $35K | 0.4% | |
| Government Money Market Fund A | — | — | — | $7K | <0.1% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $6K | <0.1% |
Related plans
Other plans using VOYA RETIREMENT ADVISORS, LLC
ADP TOTALSOURCE GROUP, INC.
ADP TOTALSOURCE RETIREMENT SAVINGS PLAN
$9.2B · 299,514 participants
MOTOROLA SOLUTIONS, INC.
MOTOROLA SOLUTIONS 401(K) PLAN
$6.5B · 10,200 participants
THOMSON REUTERS HOLDINGS INC.
THOMSON REUTERS 401(K) SAVINGS PLAN
$4.5B · 8,130 participants
MASTERCARD INTERNATIONAL INCORPORATED
MASTERCARD SAVINGS PLAN
$3.9B · 11,144 participants
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
FLUOR CORPORATION
FLUOR CORPORATION EMPLOYEES SAVINGS INVESTMENT PLAN
$3.5B · 8,127 participants
Similar-size Professional & Technical Services plans
EDI-DOLEJS, INC.
EDI-DOLEJS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$8.0M · 26 participants
LYNCH MYKINS STRUCTURAL ENGINEERS, P.C.
LYNCH MYKINS 401(K) PLAN
$8.0M · 51 participants
CORRAO MILLER WIESENTHAL LEGAL SEARCH CONSULTANTS, INC.
CORRAO MILLER WIESENTHAL PENSION PLAN
$7.9M · 7 participants
PISGAH LEGAL SERVICES
PISGAH LEGAL SERVICES
$8.0M · 124 participants
BAYOU TITLE, INC.
BAYOU TITLE, INC. 401(K) PLAN
$7.9M · 83 participants
DWMRC HOLDINGS, INC.
MEDICAL RESEARCH CONSULTANTS 401(K) PLAN
$7.8M · 62 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants