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Original filing (PDF)20251015111739NAL0002203891002
MARK ANTHONY BRANDS INC.
Form 5500
FILING_RECEIVED
MARK ANTHONY GROUP 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,431
Accounts w/ balance
1,258
Plan assets (EOY)
$79.5M
Net assets (EOY)
$79.5M
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 (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 41 bps in Schedule C fees — 154% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARK ANTHONY BRANDS INC..
Plan sponsor
Name
MARK ANTHONY BRANDS INC.
EIN
91-1784836
Address
167 N. GREEN STREET · SUITE 600A · CHICAGO, IL · 60607
Phone
(888) 394-1122
Industry
Retail Tradesee 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
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
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| 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 | — |
| HUNNEX & SHOEMAKER INC | — | SEATTLE, WA | NONE | $78K | — |
| GALLAGHER BENEFIT SERVICES | — | CLEVELAND, OH | NONE | $35K | — |
Investments
25 direct securities· $79.5M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund Adm Mutual Fund | — | — | — | $14.2M | 17.9% | |
| Vanguard Total Int'l Stock Index Fund Adm Mutual Fund | — | — | — | $5.9M | 7.5% | |
| Vanguard Mid-Cap Index Fd Adm Mutual Fund | — | — | — | $5.5M | 6.9% | |
| JPMorgan SmartRetirement 2055 Fd Mutual Fund | — | — | — | $5.3M | 6.6% | |
| MFS Massachusetts Investor Growth Stock Fd Mutual Fund | — | — | — | $4.8M | 6.0% | |
| JPMorgan SmartRetirement 2045 Fd Mutual Fund | — | — | — | $4.5M | 5.6% | |
| JPMorgan SmartRetirement 2060 Fd Mutual Fund | — | — | — | $4.0M | 5.1% | |
| Vanguard Equity-Income Fd Adm Mutual Fund | — | — | — | $4.0M | 5.1% | |
| JPMorgan SmartRetirement 2050 Fd Mutual Fund | — | — | — | $3.7M | 4.6% | |
| JPMorgan SmartRetirement 2040 Fd Mutual Fund | — | — | — | $3.5M | 4.4% | |
| TIAA-CREF Small-Cap Blend Index Fd Inst. Mutual Fund | — | — | — | $3.4M | 4.3% | |
| American Funds New Perspective R6 Fd Mutual Fund | — | — | — | $3.4M | 4.3% | |
| Empower Guaranteed Portfolio Fund Guaranteed Interest Account | — | — | — | $3.3M | 4.1% | |
| Dodge & Cox Income Fd Mutual Fund | — | — | — | $2.5M | 3.1% | |
| JPMorgan SmartRetirement 2035 Fd Mutual Fund | — | — | — | $2.5M | 3.1% | |
| American Funds U.S Gov't Sec Fd Mutual Fund | — | — | — | $1.3M | 1.6% | |
| secured by vested balance, * Participant Loans maturing through 2038 -0- | — | — | — | $1.3M | 1.6% | |
| JPMorgan SmartRetirement 2030 Fd Mutual Fund | — | — | — | $1.1M | 1.4% | |
| Cohen & Steers Real Estate Securities Fd Mutual Fund | — | — | — | $997K | 1.3% | |
| JPMorgan SmartRetirement 2025 Fd Mutual Fund | — | — | — | $937K | 1.2% | |
| PIMCO Income Fd Inst. Mutual Fund | — | — | — | $919K | 1.2% | |
| BlackRock Global Allocation Fd Mutual Fund | — | — | — | $914K | 1.2% | |
| American Funds New World R6 Fd Mutual Fund | — | — | — | $772K | 1.0% | |
| JPMorgan SmartRetirement 2020 Fd Mutual Fund | — | — | — | $643K | 0.8% | |
| JPMorgan SmartRetirement Income Fd Mutual Fund | — | — | — | $130K | 0.2% |