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The Mandmarblestone Group LLC
Matched across 17 name variants in the filings
The Mandmarblestone Group LLC summary
The Mandmarblestone Group LLC appears on 62 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.8B in assets for 35,400 participants. The median client plan holds $20.7M. Most client plans are sponsored in PA, NJ and MA. The largest clients by plan assets are Advocare, LLC, Ortholonestar, PLLC and Centers for Advanced Orthopaedics, LLC. Plans reported $1.2M in direct and indirect compensation paid to The Mandmarblestone Group LLC. The median is $14K per plan.
- Participants
- 35,400
- Median plan assets
- $20.7M
- Median plan participants
- 285
- Median fees per plan
- $14K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Advocare, LLC | NJ | $495M | 3,847 |
| Ortholonestar, PLLC | TX | $263M | 1,919 |
| Centers for Advanced Orthopaedics, LLC | MD | $240M | 2,989 |
| Orthomidwest, PLLC | IL | $225M | 2,166 |
| Regional Cancer Care Associates LLC | NJ | $142M | 775 |
| Klehr Harrison Harvey Branzburg LLP | PA | $102M | 128 |
| Orthopedic Centers of Colorado, LLC | CO | $86.1M | 835 |
| Adcs Clinics, LLC | FL | $77.6M | 2,557 |
| Kessler Topaz Meltzer & Check, LLP | PA | $70.4M | 257 |
| Kidney Care Specialists, LLC | PA | $67.3M | 212 |
| Restorixhealth | LA | $56.7M | 1,532 |
| Alto-Shaam, Inc. | WI | $51.5M | 757 |
| The Eye Physicians, LLC | OH | $44.0M | 266 |
| Harmonia Holdings Group, LLC | VA | $40.0M | 491 |
| Kay Management Co., Inc. | MD | $39.9M | 714 |
| Storis, Inc. | NJ | $39.9M | 210 |
| LA Semiconductor LLC | ID | $38.4M | 501 |
| Maron Marvel Bradley Anderson & Tardy LLC | DE | $37.9M | 372 |
| Silver Falls Mso, LLC | OR | $36.0M | 809 |
| The Promptcare Companies, Inc. | NJ | $34.7M | 999 |
| Butcherbox Opco, LLC | MA | $29.5M | 260 |
| Sigma Electric Manufacturing Corporation | NC | $27.4M | 402 |
| All-Fill, Inc. | PA | $26.7M | 199 |
| Eclinical Solutions LLC | MA | $26.3M | 321 |
| Forward Financing LLC | MA | $25.6M | 335 |
- Advocare, LLC$495MNJParticipants 3,847
- Ortholonestar, PLLC$263MTXParticipants 1,919
- MDParticipants 2,989
- Orthomidwest, PLLC$225MILParticipants 2,166
- NJParticipants 775
- PAParticipants 128
- COParticipants 835
- Adcs Clinics, LLC$77.6MFLParticipants 2,557
- PAParticipants 257
- PAParticipants 212
- Restorixhealth$56.7MLAParticipants 1,532
- Alto-Shaam, Inc.$51.5MWIParticipants 757
- The Eye Physicians, LLC$44.0MOHParticipants 266
- VAParticipants 491
- Kay Management Co., Inc.$39.9MMDParticipants 714
- Storis, Inc.$39.9MNJParticipants 210
- LA Semiconductor LLC$38.4MIDParticipants 501
- DEParticipants 372
- Silver Falls Mso, LLC$36.0MORParticipants 809
- NJParticipants 999
- Butcherbox Opco, LLC$29.5MMAParticipants 260
- NCParticipants 402
- All-Fill, Inc.$26.7MPAParticipants 199
- Eclinical Solutions LLC$26.3MMAParticipants 321
- Forward Financing LLC$25.6MMAParticipants 335
Top client states
- PA18 plans
- NJ11 plans
- MA9 plans
- MD4 plans
- CO2 plans
Frequently asked questions
- Who uses The Mandmarblestone Group LLC?
- 62 retirement plans list The Mandmarblestone Group LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Advocare, LLC, Ortholonestar, PLLC, Centers for Advanced Orthopaedics, LLC, Orthomidwest, PLLC and Regional Cancer Care Associates LLC. Most client plans are sponsored in PA, NJ and MA.
- How many plans does The Mandmarblestone Group LLC serve?
- The Mandmarblestone Group LLC serves 62 retirement plans with $2.8B in plan assets and 35,400 participants, based on the latest Form 5500 filings through 2024.
- What does The Mandmarblestone Group LLC charge?
- Plans reported $1.2M in total Schedule C compensation paid to The Mandmarblestone Group LLC. The median plan paid $14K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name The Mandmarblestone Group as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 3 |
| Fidelity (FMR) | 2 |
| Dimensional | 1 |
| JPMorgan | 1 |
| MFS (Sun Life) | 1 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.