Retirement plan

MARATHON HEALTH, LLC. 401(K) PLAN

Name: MARATHON HEALTH, LLC. - MARATHON HEALTH, LLC. 401(K) PLAN (2024) Form 5500
Creator: MARATHON HEALTH, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MARATHON HEALTH, LLC. 401(K) PLAN, MARATHON HEALTH, LLC.

MARATHON HEALTH, LLC.EIN 26-0103977Plan #001PY 2024

10 W MARKET STREET, SUITE 2900 - INDIANAPOLIS, IN 46204802-857-0444marathon-health.comLinkedIn1001-5000 employeeshospital & health care

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed July 21, 2010

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

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Total assets (EOY)

$81.1M

+19.6% from 2023

Total participants

1,939

+6.5% from 2023

Average account balance

$45,175

+10.4% from 2023

Annual return

15.59%

-4.62 pp from 2023

Benchmarks

See 1,431 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,431 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$81.09M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$45K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,795

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$13.53M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$147

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

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Service providers

Top 10 of 12 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC6 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$263,639
BEACON POINTE ADVISORS LLC2 years Filed as: AM BEACON Service code 28 · EIN 75-2401150	Investment Management	$0
BEACON POINTE ADVISORS LLC2 years Filed as: AM BEACON SMALL Service code 28	Investment Management	$0
COLUMBIA2 years Service code 28 · EIN 93-0577450	Investment Management	$0
DODGE & COX10+ years Service code 15 · EIN 94-1441976	Recordkeeping	$0
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 28 · EIN 13-2624428	Investment Management	$0
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN Service code 28	Investment Management	$0
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS Service code 28 · EIN 04-2747644	Investment Management	$0
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 33-0629048	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2H2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$264K

$174 / participant

Other / not subdivided$264K100.0%

% of EOY assets

0.325%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MCSOLEY MCCOY & CO
Auditor EIN: 030327374
Audit fees: $263,639
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$45,175

$53,216-15.1%

$155,534-71.0%

$199,960-77.4%

Participation rate

90.5%

64.1%+26.4pp

78.2%+12.3pp

72.0%+18.5pp

Annual return

15.59%

41.18%-25.6pp

64.92%-49.3pp

34.28%-18.7pp

Employer contribution / active EE

$2,880

$1,848+55.8%

$4,675-38.4%

$3,036-5.1%

Participant deferral / active EE

$6,043

$3,164+91.0%

$5,630+7.3%

$5,087+18.8%

Admin fee / account holder

$147

$186-20.9%

$15,900-99.1%

$269-45.5%

Provider

Service type

Compensation

T ROWE PRICE RPS INC6 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$263,639

BEACON POINTE ADVISORS LLC2 years

Filed as: AM BEACON

Service code 28 · EIN 75-2401150

Investment Management

BEACON POINTE ADVISORS LLC2 years

Filed as: AM BEACON SMALL

Service code 28

Investment Management

COLUMBIA2 years

Service code 28 · EIN 93-0577450

Investment Management

DODGE & COX10+ years

Service code 15 · EIN 94-1441976

Recordkeeping

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN

Service code 28 · EIN 13-2624428

Investment Management

JPMORGAN INVEST HOLDINGS LLC2 years

Filed as: JPMORGAN

Service code 28

Investment Management

MFS INVESTMENT MANAGEMENT2 years

Filed as: MFS

Service code 28 · EIN 04-2747644

Investment Management

PIMCO FUNDS2 years

Filed as: PIMCO

Service code 28 · EIN 33-0629048

Investment Management

MARATHON HEALTH, LLC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MARATHON HEALTH, LLC. 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion