JEAN Moloney signed Marvin Engineering Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marvin Engineering Co., Inc.'s EIN is 95-2426603.
Download the official 2024 Form 5500 (PDF) for Marvin Engineering Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marvin Engineering Co., Inc.'s plan includes a default investment (QDIA), automatic enrollment, profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES, LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | INVESTMENT ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Fid Freedom 2030 K6 ^ | Mutual Funds | — | — | $8.2M | 14.7% | |
| Fidelity Fid Freedom 2025 K6 ^ | Mutual Funds | — | — | $7.2M | 13.0% | |
| Fidelity Fid Freedom 2020 K6 ^ | Mutual Funds | — | — | $6.4M | 11.6% | |
| Fidelity Fid Freedom 2035 K6 ^ | Mutual Funds | — | — | $5.8M | 10.5% | |
| iShares IS S&P 500 Idx K ^ | Common Collective Trusts | — | — | $5.1M | 9.2% | |
| Fidelity Fid Freedom 2040 K6 ^ | Mutual Funds | — | — | $4.1M | 7.4% | |
| Fidelity Fid Freedom 2045 K6 ^ | Mutual Funds | — | — | $2.7M | 5.0% | |
| Fidelity Fid Freedom 2055 K6 ^ | Mutual Funds | — | — | $2.6M | 4.7% | |
| J P Morgan JPM Lg Cap Growth R6 ^ | Other securities | — | — | $2.6M | 4.6% | |
| Fidelity Fid Freedom 2050 K6 ^ | Mutual Funds | — | — | $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 ^ | Mutual Funds | — | — | $1.5M | 2.7% | |
| Participants ranging from January 2025 to December 2029 -0- | Other securities | — | — | $1.1M | 2.0% | |
| Fidelity Fid Freedom 2065 K6 ^ | Mutual Funds | — | — | $419K | 0.8% | |
| Fidelity Fid Freedom 2015 K6 ^ | Mutual Funds | — | — | $348K | 0.6% | |
| Jason Henderson J H Enterprise N ^ | Other securities | — | — | $317K | 0.6% | |
| Fidelity Fid Total Bond K6 ^ | Mutual Funds | — | — | $312K | 0.6% | |
| Fidelity Fid Freedom 2010 K6 ^ | Mutual Funds | — | — | $288K | 0.5% | |
| Hartford Htfd Div & Grth R6 ^ | Other securities | — | — | $283K | 0.5% | |
| Fidelity Fid Mid Cap Idx ^ | Common Collective Trusts | — | — | $268K | 0.5% | |
| Fidelity Fid Sm Cap Idx ^ | Common Collective Trusts | — | — | $236K | 0.4% | |
| Neuberger Berman NB Genesis R6 ^ | Other securities | — | — | $221K | 0.4% | |
| Victory Sycamore Victory S Est Val R6 ^ | Other securities | — | — | $219K | 0.4% | |
| Fidelity Fid Intl Index ^ | Mutual Funds | — | — | $192K | 0.3% | |
| Fidelity Fid Freedom Inc K6 ^ | Mutual Funds | — | — | $135K | 0.2% | |
| Victory Sycamore Victory S SMCO OP R6 ^ | Other securities | — | — | $130K | 0.2% | |
| Jason Henderson J H Overseas N ^ | Other securities | — | — | $101K | 0.2% | |
| iShares IS US Agg Bd Idx K ^ | Common Collective Trusts | — | — | $99K | 0.2% | |
| American Funds AF New World R6 ^ | Mutual Funds | — | — | $84K | 0.2% | |
| Money market account * Fidelity Fid Govt Mmkt K6 ^ | Mutual Funds | — | — | $11K | <0.1% | |
| Jason Henderson J H Balanced N ^ | Other securities | — | — | $9K | <0.1% | |
| Fidelity Fid Freedom 2070 K6 ^ | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS P.C. | 43-1947695 | — | ACCOUNTANT\AUDITOR | $12K | — |
