Department of Labor filing

MARCUS COOK FARM GARDEN CENTER LLC

MARCUS COOK FARM GARDEN CENTER LLC · For the plan year ended Dec 31, 2025

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Public filing 2025 · received Jul 7, 2026Verified current terms Not available

Plan summary

What matters most

This plan has a documented employer contribution and vesting that still needs verification. Reported employer contributions are around the middle of comparable plans.

61Fair plan health
medium confidence
See what drives the plan health score
Employer contributions versus peers51/10030% of the full model
Active-participant trend50/10010% of the full model
Net-asset trend50/10010% of the full model
Reported compliance signals100/10010% of the full model
Filing completeness75/10010% of the full model

Published only when at least four measures and half of the model weight are available. Missing information is excluded rather than scored as zero.

01 · Employer matchSee verified formula

options offered by the Plan.

02 · What it could be worthSee formula

The official filing does not support a reliable dollar example.

04 · Fees and expensesOfficial filing detail

OM PARTICIPANTS 81 CONTRIBUTIONS Company 2,856 Participants 6,432 Rollovers 2,362 Total Contributions 11,650 Total Additions 24,585 DEDUCTIONS: BENEFITS PAID TO PARTICIPANTS 7,256 ADMINISTRATIVE EXPENSES 157 Total Deductions 7,413 NET INCREASE 17,172 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of Year 91,559 End of Year $ 108,731 See accompanying notes.

05 · Investment choicesOfficial filing detail

E MARCUS CORP 401(K) RETIREMENT SAVINGS PLAN STATEMENTS OF NET ASSETS AVAILABLE FOR BENEFITS DECEMBER 31, 2024 AND 2023 (in thousands) 2024 2023 ASSETS INVESTMENTS (at Fair Value) Participant Directed $ 94,483 $ 77,508 Common Stock of The Marcus Corporation 9,328 7,103 Total Investments at Fair Value 103,811 84,611 INVESTMENTS (at Contract Value) 3,546 3,256 Total Investments 107,357 87,867 RECEIVABLES Company Contributions 147 2,612 Notes Receivable from Participants 1,227 1,080 Total Receivables 1,374 3,692 NET ASSETS AVAILABLE FOR BENEFITS $ 108,731 $ 91,559 See accompanying notes.

06 · Eligibility and waiting periodeligible to participate in the deferral components of the Plan on the later of one month of service or reaching 21 years of age

eligible to participate in the deferral components of the Plan on the later of one month of service or reaching 21 years of age

08 · Roth 401(k)Available

Revenue Code (IRC). Eligible participants are permitted to elect to have a percentage up to 60%, limited by Plan provision, of their compensation contributed as pre-tax 401(k) or Roth contributions to the Plan. Participants who have attained age 50 before the end of the Plan year are eligible to make catch-up contributions. Participants may also contribute amounts representing distributions from other qualified defined benefit or defined contribution plans (rollover). Participants direct the investment of contributions into various investment options offered by the Plan. Contributions are subject to certain Internal Revenue Service (IRS) limitations. Beginning on January 1, 2017, the Company began making “safe harbor” matching contributions. The “safe harbor” matching contribution is equa

09 · Employer contribution vs. peers$1,289

Up 0.0% over the filing history shown.

What still needs verification

vesting, automatic enrollment. These items stay out of the summary until a dated source confirms them.

What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.

Keep in mind: public filings do not show employee investment returns. Scores use only available measures; missing information lowers confidence, never the score. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.

Filing comparison · 2025There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions51st percentileTypical peer $1,264 · based on 14,027 comparable plans
Lower reported administrative expenseNot enough dataTypical peer $81 · based on 13,315 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

Peer-group method: industry size. Limitations: administrative_cost_measure_unavailable_or_zero

The short version

What employees should know

For the year ended Dec 31, 2025, MARCUS COOK FARM GARDEN CENTER LLC reported $6,446 in employer contributions across this plan, or $1,289 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.

People actively participating5

Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.

Employer money over timeUp 0.0%

Change in employer contributions per active participant.

Plan costs over timeNot enough history

Change in reported administrative cost per participant. Fund expenses may be separate.

Peer comparisonSmall plan

A fair peer score is not available yet.

What this public record cannot answer

For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.

Money and scale

Contributions, assets, and expenses

These are plan-wide totals. They are not individual account balances.

Employer contributions
$6,446
$1,289 per active participant
Participant contributions
$54,500
Other contributions
Not reported
Amounts not classified as employer or participant contributions
Employer share of contributions
10.6%
Active participants
5
Small plan
Total participants
5
5 at the beginning of the year
Ending assets
$279,203
$55,841 per participant
Net-asset change
Up 0.0%
Not the same as investment performance
Beginning net assets
$183,794
Ending net assets
$279,203
Beginning liabilities
Not reported
Ending liabilities
Not reported
Total income
$95,409
Total expenses
$0
Administrative expenses
Not reported
Not reported per active participant
Participant loans
Not reported
Not reported of plan assets

Three-year filing history

How the reported figures changed

Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.

Employer money per active participant
2025
$1,289
Administrative cost per participant
2025
Not reported
Active participants
2025
5
Total plan assets
2025
$279,203
Participant loans as a share of assets
2025
Not reported
Detailed filing history
Plan yearEmployer money per active participantActive participantsPlan assets
2025$1,2895279.2K

Changes in plan assets are not the same as investment performance.

Plan health

Operational signals worth checking

Participant loans as a share of plan assets
Not reported
Independent accountant’s opinion
Not stated in the filing
Late participant contributions reported
Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
Loan defaults reported
Not reported
Lease defaults reported
Not reportedOnly a small number of filings report these events.
Nonexempt transactions reported
Not reported
Public plan identifier
576165843-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
1
Plan effective date
Feb 1, 2022
Industry
Retail trade
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2T3D2K2A

Company filings

What the company has told the SEC about this plan

We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.

11-K · report period Dec 31, 2024MARCUS CORP — 11-K filed 2025-06-20
Official filing · details not yet checked
What it says about employer contributions

options offered by the Plan. Contributions are subject to certain Internal Revenue Service (IRS) limitations. Beginning on January 1, 2017, the Company began making “safe harbor” matching contributions. The “safe harbor” matching contribution is equal to 100% of the participant’s elective deferral (pre-tax and Roth deferrals) up to 3% of their eligible compensation; plus 50% of that participant’s elective deferrals between 3% and 5% of their eligible compensation subject to the “safe harbor” matching contribution limit, which was $14 in 2024. Company Funding - The Company remits participant elective contributions as soon as practicable after the elective contributions have been withheld from the participant’s wages. The Company’s safe harbor matching contributions were remitted annually t

What it says about vesting

hereon cumulative vest 20% after two years, 40% after three years, 60% after four years, 80% after five years and 100% after six years. Notwithstanding the above, a participant is fully vested upon reaching normal retirement age, death, or permanent disability. Voting Rights - Each participant with an interest in Company common stock is entitled to exercise voting rights attributable to the shares allocated to his or her account and is notified by the Trustee prior to the time that such rights are to be exercised. The Trustee is not permitted to vote shares of Company common stock for which the Trustee has received no direction from the participant. Notes Receivable from Participants - Participants are allowed to take loans from the Plan. Loan amounts are typically limited to 50% of the pa

What it says about fees

OM PARTICIPANTS 81 CONTRIBUTIONS Company 2,856 Participants 6,432 Rollovers 2,362 Total Contributions 11,650 Total Additions 24,585 DEDUCTIONS: BENEFITS PAID TO PARTICIPANTS 7,256 ADMINISTRATIVE EXPENSES 157 Total Deductions 7,413 NET INCREASE 17,172 NET ASSETS AVAILABLE FOR BENEFITS: Beginning of Year 91,559 End of Year $ 108,731 See accompanying notes. 5 THE MARCUS CORP 401(K) RETIREMENT SAVINGS PLAN NOTES TO FINANCIAL STATEMENTS DECEMBER 31, 2024 AND 2023 (in thousands, except share data) 1. Description of Plan The following description of The Marcus Corp 401(k) Retirement Savings Plan (the Plan) provides only general information. Participants should refer to the Plan document for a more complete description of the Plan’s provisions. General - The Plan is a defined contribution plan ori

11-K · report period Dec 31, 2025CENTERPOINT ENERGY INC — 11-K filed 2026-06-24
Official filing · details not yet checked
What it says about employer contributions

nuary 1, 2026, Participants with prior year wages exceeding the applicable IRS threshold may elect such “catch-up” contributions only on a Roth basis. The Company does not provide Company matching contributions on “catch-up” contributions. Participants may also contribute amounts representing rollover eligible distributions from other qualified defined benefit or defined contribution plans, IRC Section 403(b) annuity plans, IRC Section 457 governmental plans or individual retirement accounts. Participants direct their contributions into the various eligible investment options offered by the Plan. Contributions are subject to certain limitations as set forth under the IRC or the limits set forth in the Plan document. All new employees are automatically enrolled in the Plan to make pre-tax c

What it says about vesting

ed immediately in their elective contributions plus earnings thereon. Participants hired before January 1, 2024, other than certain bargaining unit employees, are also immediately fully vested in all Company contributions and actual earnings thereon. With respect to certain bargaining unit Participants, Company contributions vest in accordance with the Plan document and the applicable collective bargaining agreement, generally, ratably in 20 % increments over five years . With respect to non-union and certain union Participants hired on or after January 1, 2024, Company contributions fully vest after two years of service. Notwithstanding the foregoing vesting schedules, in all cases, Participants become fully vested upon reaching normal retirement age (age 65), becoming disabled (as define

What it says about automatic enrollment

stment options offered by the Plan. Contributions are subject to certain limitations as set forth under the IRC or the limits set forth in the Plan document. All new employees are automatically enrolled in the Plan to make pre-tax contributions unless they elect otherwise. An employee who has been automatically enrolled is deemed to have elected to defer pre-tax contributions at a rate of 6 % ( 3 % for certain bargaining unit Participants) of eligible compensation (Automatic Contributions). A notice is provided to all employees who are scheduled to be automatically enrolled in the Plan (Automatic Enrollment Notice). In general, an employee has 30 days after receiving the Automatic Enrollment Notice to elect not to make any pre-tax contributions or choose a different contribution percentage

What it says about fees

erest on notes receivable from participants 3,142 Contributions Participant 97,124 Employer 72,293 Rollover 4,388 Total contributions 173,805 Expenses Benefit payments ( 363,818 ) Administrative expenses ( 3,944 ) Total expenses ( 367,762 ) Change in Net Assets Available for Benefits 289,490 Net Assets Available for Benefits, Beginning of Period 2,881,742 Net Assets Available for Benefits, End of Period $ 3,171,232 See accompanying Notes to Financial Statements. 3 CENTERPOINT ENERGY SAVINGS PLAN Notes to Financial Statements December 31, 2025 and 2024 (1) Description of the Plan The following description of the CenterPoint Energy Savings Plan (the Plan) provides only general information. Participants (as defined below) should refer to the Plan document for a more complete description of th

Current plan terms

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Filing evidence

Open the selected public records

We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.

Filing ACK_ID20260707132948NAL0023892368001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗