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Original filing (PDF)20250916082050NAL0002310160001
MARVIN ENGINEERING CO., INC.
Form 5500
FILING_RECEIVED
MARVIN ENGINEERING CO., INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,085
Accounts w/ balance
922
Plan assets (EOY)
$55.4M
Net assets (EOY)
$55.4M
How this plan invests
This plan
1 pooled trust
Schedule D
32 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MARVIN ENGINEERING CO., INC..
Plan sponsor
Name
MARVIN ENGINEERING CO., INC.
EIN
95-2426603
Address
261 W. BEACH AVENUE · INGLEWOOD, CA · 90302
Phone
(310) 674-5030
Industry
Manufacturingsee all
Plan administrator
Name
FIDELITY WORKPLACE SERVICES LLC
EIN
04-3532603
City
COVINGTON, KY
Phone
(859) 386-4199
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $30K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $41K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT\AUDITOR | $12K | — |
Investments
31 direct securities · 1 pooled fund· $55.4M(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
$45.2M
30 holdings
Mutual Funds
$8.2M
1 holding
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Fid Freedom 2030 K6 ^ | Mutual Funds | — | — | $8.2M | 14.7% | |
| Fidelity Fid Freedom 2025 K6 ^ | — | — | — | $7.2M | 13.0% | |
| Fidelity Fid Freedom 2020 K6 ^ | — | — | — | $6.4M | 11.6% | |
| Fidelity Fid Freedom 2035 K6 ^ | — | — | — | $5.8M | 10.5% | |
| iShares IS S&P 500 Idx K ^ | — | — | — | $5.1M | 9.2% | |
| Fidelity Fid Freedom 2040 K6 ^ | — | — | — | $4.1M | 7.4% | |
| Fidelity Fid Freedom 2045 K6 ^ | — | — | — | $2.7M | 5.0% | |
| Fidelity Fid Freedom 2055 K6 ^ | — | — | — | $2.6M | 4.7% | |
| J P Morgan JPM Lg Cap Growth R6 ^ | — | — | — | $2.6M | 4.6% | |
| Fidelity Fid Freedom 2050 K6 ^ | — | — | — | $2.3M | 4.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 3.7% | |
| Fidelity Fid Freedom 2060 K6 ^ | — | — | — | $1.5M | 2.7% | |
| Participants ranging from January 2025 to December 2029 -0- | — | — | — | $1.1M | 2.0% | |
| Fidelity Fid Freedom 2065 K6 ^ | — | — | — | $419K | 0.8% | |
| Fidelity Fid Freedom 2015 K6 ^ | — | — | — | $348K | 0.6% | |
| Jason Henderson J H Enterprise N ^ | — | — | — | $317K | 0.6% | |
| Fidelity Fid Total Bond K6 ^ | — | — | — | $312K | 0.6% | |
| Fidelity Fid Freedom 2010 K6 ^ | — | — | — | $288K | 0.5% | |
| Hartford Htfd Div & Grth R6 ^ | — | — | — | $283K | 0.5% | |
| Fidelity Fid Mid Cap Idx ^ | — | — | — | $268K | 0.5% | |
| Fidelity Fid Sm Cap Idx ^ | — | — | — | $236K | 0.4% | |
| Neuberger Berman NB Genesis R6 ^ | — | — | — | $221K | 0.4% | |
| Victory Sycamore Victory S Est Val R6 ^ | — | — | — | $219K | 0.4% | |
| Fidelity Fid Intl Index ^ | — | — | — | $192K | 0.3% | |
| Fidelity Fid Freedom Inc K6 ^ | — | — | — | $135K | 0.2% | |
| Victory Sycamore Victory S SMCO OP R6 ^ | — | — | — | $130K | 0.2% | |
| Jason Henderson J H Overseas N ^ | — | — | — | $101K | 0.2% | |
| iShares IS US Agg Bd Idx K ^ | — | — | — | $99K | 0.2% | |
| American Funds AF New World R6 ^ | — | — | — | $84K | 0.2% | |
| Money market account * Fidelity Fid Govt Mmkt K6 ^ | — | — | — | $11K | <0.1% | |
| Jason Henderson J H Balanced N ^ | — | — | — | $9K | <0.1% | |
| Fidelity Fid Freedom 2070 K6 ^ | — | — | — | $1K | <0.1% |
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