How big is Mark Anthony Brands Inc.'s plan?

Mark Anthony Brands Inc.'s plan reported $79.5M in assets and 1,431 participants for 2024.

Original filing (PDF)20251015111739NAL0002203891002

Mark Anthony Brands Inc.

Name: Mark Anthony Brands Inc. — Mark Anthony Group 401(k), Form 5500 (2024)
Creator: Mark Anthony Brands Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mark Anthony Group 401(k) Plan

401(k) retirement plan · Mark Anthony Brands Inc.'s Mark Anthony Group 401(k) Plan held $79.5M in plan assets for 1,431 participants in 2024, with Empower as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

1,431

Accounts w/ balance

1,258

Plan assets (EOY)

$79.5M

Net assets (EOY)

$79.5M

People on this filing

Victor Giacomin signed Mark Anthony Brands Inc.'s 2024 Form 5500 as plan administrator.

Victor Giacomin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Mark Anthony Brands Inc.'s EIN is 91-1784836.

EIN 91-1784836

Plan number 001

Plan year 2024

ACK ID 20251015111739NAL0002203891002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mark Anthony Brands Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mark Anthony Brands Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

25 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Total administrative cost in the bottom quartile of peers (17th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

MARK ANTHONY BRANDS INC.

EIN

all filings

Address

167 N. GREEN STREET · SUITE 600A · CHICAGO, IL · 60607

Phone

(888) 394-1122

Industry

Retail Trade

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

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INS COMP OF AMER	—	GREENWOOD VILLAGE, CO	NONE	$110K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	NONE	$100K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
HUNNEX & SHOEMAKER INC

Investments

25 direct securities· $79.5M(100% of reported assets)

Other securities

$31.4M

13 holdings

Mutual Funds

$26.6M

9 holdings

Common Collective Trusts

$20.2M

2 holdings

Participant loans

$1.3M

1 holding

					% of plan
Vanguard 500 Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$14.2M	17.9%
Vanguard Total Int'l Stock Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$5.9M	7.5%
Vanguard Mid-Cap Index Fd Adm Mutual Fund	Mutual Funds	—	—	$5.5M	6.9%
JPMorgan SmartRetirement 2055 Fd Mutual Fund	Other securities	—	—	$5.3M	6.6%
MFS Massachusetts Investor Growth Stock Fd Mutual Fund	Mutual Funds	—	—	$4.8M	6.0%
JPMorgan SmartRetirement 2045 Fd Mutual Fund	Other securities	—	—	$4.5M	5.6%
JPMorgan SmartRetirement 2060 Fd Mutual Fund	Other securities	—	—	$4.0M	5.1%
Vanguard Equity-Income Fd Adm Mutual Fund	Mutual Funds	—	—	$4.0M	5.1%
JPMorgan SmartRetirement 2050 Fd Mutual Fund	Other securities	—	—	$3.7M	4.6%
JPMorgan SmartRetirement 2040 Fd Mutual Fund	Other securities	—	—	$3.5M	4.4%
TIAA-CREF Small-Cap Blend Index Fd Inst. Mutual Fund	Mutual Funds	—	—	$3.4M	4.3%
American Funds New Perspective R6 Fd Mutual Fund	Mutual Funds	—	—	$3.4M	4.3%
Empower Guaranteed Portfolio Fund Guaranteed Interest Account	Other securities	—	—	$3.3M	4.1%
Dodge & Cox Income Fd Mutual Fund	Mutual Funds	—	—	$2.5M	3.1%
JPMorgan SmartRetirement 2035 Fd Mutual Fund	Other securities	—	—	$2.5M	3.1%
American Funds U.S Gov't Sec Fd Mutual Fund	Mutual Funds	—	—	$1.3M	1.6%
secured by vested balance, * Participant Loans maturing through 2038 -0-	Participant loans	—	—	$1.3M	1.6%
JPMorgan SmartRetirement 2030 Fd Mutual Fund	Other securities	—	—	$1.1M	1.4%
Cohen & Steers Real Estate Securities Fd Mutual Fund	Other securities	—	—	$997K	1.3%
JPMorgan SmartRetirement 2025 Fd Mutual Fund	Other securities	—	—	$937K	1.2%
PIMCO Income Fd Inst. Mutual Fund	Mutual Funds	—	—	$919K	1.2%
BlackRock Global Allocation Fd Mutual Fund	Other securities	—	—	$914K	1.2%
American Funds New World R6 Fd Mutual Fund	Mutual Funds	—	—	$772K	1.0%
JPMorgan SmartRetirement 2020 Fd Mutual Fund	Other securities	—	—	$643K	0.8%
JPMorgan SmartRetirement Income Fd Mutual Fund	Other securities	—	—	$130K	0.2%