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Original filing (PDF)20251010115424NAL0007657553001
C. MARTIN COMPANY, INC.
Form 5500
FILING_RECEIVED
C. MARTIN COMPANY, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
~104 bps in Sched C fees
Active participants
167
Accounts w/ balance
157
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 104 bps in Schedule C fees — 101% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for C. MARTIN COMPANY, INC..
Plan sponsor
Name
C. MARTIN COMPANY, INC.
DBA
C.MARTIN COMPANY, INC.
EIN
95-2934507
Address
PO BOX 750175 · LAS VEGAS, NV · 89136
Phone
(702) 656-8080
Industry
Other Services (ex. Public Admin)see 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | — | SAN RAFAEL, CA | INVESTMENT ADVISOR | $20K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES,LLC | — | WEST JORDAN, UT | TPA | $11K | — |
Investments
19 direct securities · 1 pooled fund· $5.0M(95% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$4.4M
19 holdings
Common Collective Trust
$635K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 R6 Mutual Funds | — | — | — | $1.1M | 20.4% | |
| Nuveen Lifecycle Index 2025 R6 Mutual Funds | — | — | — | $1.0M | 19.6% | |
| Nuveen Lifecycle Index 2045 R6 Mutual Funds | — | — | — | $871K | 16.5% | |
| MORLEY STABLE VALUE FUND C. MARTIN COMPANY, INC. · EIN 95-2934507 / PN 000 | Common Collective Trust | — | — | $635K | 12.0% | |
| Nuveen Lifecycle Index 2055 R6 Mutual Funds | — | — | — | $385K | 7.3% | |
| Nuveen Lifecycle Index 2015 R6 Mutual Funds | — | — | — | $280K | 5.3% | |
| Fidelity 500 Index Mutual Funds | — | — | — | $218K | 4.1% | |
| Jpmorgan Large Cap Growth R6 Mutual Funds | — | — | — | $113K | 2.1% | |
| account balances. Maturities range from 2025 to 2029. | — | — | — | $88K | 1.7% | |
| Nuveen Lifecycle Index 2060 R6 Mutual Funds | — | — | — | $80K | 1.5% | |
| Fidelity Mid Cap Index Mutual Funds | — | — | — | $58K | 1.1% | |
| Jpmorgan Core Plus Bond R6 Mutual Funds | — | — | — | $56K | 1.1% | |
| Putnam Large Cap Value R6 Mutual Funds | — | — | — | $43K | 0.8% | |
| Fidelity Small Cap Index Mutual Funds | — | — | — | $25K | 0.5% | |
| Dfa Emerging Markets I Mutual Funds | — | — | — | $18K | 0.3% | |
| Baron Growth Instl Mutual Funds | — | — | — | $16K | 0.3% | |
| Principal Smallcap Growth I R6 Mutual Funds | — | — | — | $13K | 0.2% | |
| Dfa Us Targeted Value I Mutual Funds | — | — | — | $12K | 0.2% | |
| Mfs Mid Cap Value R6 Mutual Funds | — | — | — | $5K | <0.1% | |
| Mfs Value R6 Mutual Funds | — | — | — | $4K | <0.1% |