Derek Carlson signed Marborg Industries' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marborg Industries' EIN is 95-2884838.
Download the official 2023 Form 5500 (PDF) for Marborg Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Marborg Industries' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER FINANCIAL SERVICES | — | GREENWOOD VILLAGE, CO | BROKERAGE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 INV Mutual Funds | Mutual Funds | — | — | $14.9M | 20.4% | |
| HARBOR CAPITAL APPRECIATION HARBOR TRUST · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $7.1M | 9.7% | |
| NT COLLECTIVE S&P 500 IX FUD DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $6.3M | 8.6% | |
| Vanguard Target Retirement 2040 INV Mutual Funds | Mutual Funds | — | — | $6.2M | 8.4% | |
| Vanguard Target Retirement 2020 INV Mutual Funds | Mutual Funds | — | — | $5.3M | 7.2% | |
| Vanguard Target Retirement Income INV Mutual Funds | Mutual Funds | — | — | $4.4M | 6.0% | |
| NT EXT Equity MKT IDX FD DC NL T4 Collective Trust Funds | Common Collective Trusts | — | — | $4.1M | 5.7% | |
| NT COLL ECT EQ MKT INDEX FUND DC NL NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $4.1M | 5.7% | |
| NEW YORK LIFE ANCHOR ACCOUNT IV NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Common Collective Trust | — | — | $2.8M | 3.8% | |
| Vanguard Target Retirement 2035 INV Mutual Funds | Mutual Funds | — | — | $2.7M | 3.6% | |
| Vanguard Target Retirement 2050 INV Mutual Funds | Mutual Funds | — | — | $2.6M | 3.6% | |
| MFS MID CAP GROWTH FUND WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $2.4M | 3.3% | |
| GREAT GRAY EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 45-6138589 / PN 001 | Common Collective Trust | — | — | $2.1M | 2.8% | |
| Vanguard Target Retirement 2025 INV Mutual Funds | Mutual Funds | — | — | $1.8M | 2.5% | |
| Self-directed brokerage accounts Brokerage Fund Options | Self-Directed Brokerage | — | — | $1.3M | 1.8% | |
| Vanguard Target Retirement 2055 INV Mutual Funds | Mutual Funds | — | — | $1.3M | 1.7% | |
| Vanguard Target Retirement 2045 INV Mutual Funds | Mutual Funds | — | — | $1.3M | 1.7% | |
| American Beacon Small Cap Value R6 Mutual Funds | Other securities | — | — | $1.2M | 1.6% | |
| FIAM CORE PLUS COMINGLED POOL CLASS WILIMINGTON TRUST COMPANY · EIN 38-4139822 / PN 615 | Common Collective Trust | — | — | $1.1M | 1.5% | |
| Vanguard Target Retirement 2060 INV Mutual Funds | Mutual Funds | — | — | $1.0M | 1.4% | |
| Notes receivable from participants Loans (interest rate 5.25% to 10.50%) | Bonds / Notes | — | — | $917K | 1.3% | |
| MFS MID CAP VALUE FUND WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $681K | 0.9% | |
| NT ACWI ex-Us IMI FD DC NL Tier 4 Collective Trust Funds | Common Collective Trusts | — | — | $591K | 0.8% | |
| NT COLL ALL COUNTRY WORLD EX US INV NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $591K | 0.8% | |
| NT COLLECTIVE AGG BOND IX FD NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $536K | 0.7% | |
| Vanguard Target Retirement 2065 INV Mutual Funds | Mutual Funds | — | — | $230K | 0.3% | |
| MFS LARGE CAP VALUE FUND WILMINGTON TRUST COMPANY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $195K | 0.3% | |
| Loomis Sayles Small Cap Growth N Mutual Funds | Other securities | — | — | $147K | 0.2% | |
| Vanguard Target Retirement 2070 INV Mutual Funds | Mutual Funds | — | — | $12K | <0.1% | |
| Dreyfus Government Cash Mgmt Instl Mutual Funds | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
