401k Record

Employers › Marquette Associates

Marquette Associates 401(k)

Recordkeeping fees per participant · Marquette Associates, Inc. Employees' Savings & Retirement Plan · plan year 2024

$244.97

Higher than 92% of the 14,075 plans $10 to 50M that report it.

Source

= $48,504 / 198
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014090940NAL0001153347001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090940NAL0001153347001, received 2025-10-14

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.

Cost and contributions

Administrative expenses excluding investment management, per participant

$244.97

10th: $15.36median $118.8890th: $340.63

Higher than 80% of the 24,371 plans $10 to 50M that report it.

Source

= $48,504 / 198
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014090940NAL0001153347001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090940NAL0001153347001, received 2025-10-14

Administrative expenses per participant

$244.97

10th: $26.86median $197.2590th: $456.10

Higher than 61% of the 25,098 plans $10 to 50M that report it.

Source

= $48,504 / 198
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014090940NAL0001153347001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090940NAL0001153347001, received 2025-10-14

Administrative expenses as a share of assets

0.120%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 24% of the 25,132 plans $10 to 50M that report it.

Source

= $48,504 / $40,473,435
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014090940NAL0001153347001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014090940NAL0001153347001, received 2025-10-14

Employer contributions per participant

$7,472

10th: $664median $2,07490th: $4,751

Higher than 97% of the 24,050 plans $10 to 50M that report it.

Source

= $1,479,499 / 198
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014090940NAL0001153347001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090940NAL0001153347001, received 2025-10-14

Employer share of total contributions

45.2%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 90% of the 24,084 plans $10 to 50M that report it.

Source

= $1,479,499 / $3,269,752
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014090940NAL0001153347001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014090940NAL0001153347001, received 2025-10-14

Plan terms, as stated in Marquette Associates, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014090940NAL0001153347001, received 2025-10-14

Full record, Marquette Associates, Inc. Employees' Savings & Retirement Plan

FieldValueSource
Plan sponsorMARQUETTE ASSOCIATES, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014090940NAL0001153347001, received 2025-10-14
Plan nameMARQUETTE ASSOCIATES, INC. EMPLOYEES' SAVINGS & RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014090940NAL0001153347001, received 2025-10-14
Sponsor EIN / plan number36-3485298 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014090940NAL0001153347001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014090940NAL0001153347001, received 2025-10-14
Sponsor locationCHICAGO, ILForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014090940NAL0001153347001, received 2025-10-14
Industry (business code)525100, Finance and insuranceForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014090940NAL0001153347001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014090940NAL0001153347001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014090940NAL0001153347001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014090940NAL0001153347001, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014090940NAL0001153347001, received 2025-10-14
Participants, beginning of year186Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014090940NAL0001153347001, received 2025-10-14
Active participants141Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014090940NAL0001153347001, received 2025-10-14
Participants, end of year198Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014090940NAL0001153347001, received 2025-10-14
Participants with an account balance198Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014090940NAL0001153347001, received 2025-10-14
Total assets, beginning of year$33,483,519Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014090940NAL0001153347001, received 2025-10-14
Total assets, end of year$40,473,435Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014090940NAL0001153347001, received 2025-10-14
Net assets, end of year$40,473,435Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014090940NAL0001153347001, received 2025-10-14
Total income$7,825,857Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014090940NAL0001153347001, received 2025-10-14
Net income$6,989,916Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014090940NAL0001153347001, received 2025-10-14
Employer contributions$1,479,499Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014090940NAL0001153347001, received 2025-10-14
Participant contributions$1,788,022Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014090940NAL0001153347001, received 2025-10-14
Other contributions (incl. rollovers)$2,231Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014090940NAL0001153347001, received 2025-10-14
Total contributions$3,269,752Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014090940NAL0001153347001, received 2025-10-14
Benefit payments$787,437Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014090940NAL0001153347001, received 2025-10-14
Total expenses (incl. benefit payments)$835,941Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014090940NAL0001153347001, received 2025-10-14
Total administrative expenses$48,504Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014090940NAL0001153347001, received 2025-10-14
Recordkeeping fees$48,504Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014090940NAL0001153347001, received 2025-10-14
Administrative expenses excluding investment management$48,504derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014090940NAL0001153347001, received 2025-10-14
Held in common/collective trusts$362,681Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014090940NAL0001153347001, received 2025-10-14
Held in mutual funds$39,352,248Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014090940NAL0001153347001, received 2025-10-14
Independent auditorSIKICH CPA LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014090940NAL0001153347001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014090940NAL0001153347001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
T ROWE PRICErecordkeeperRECORDKEEPER 64 Recordkeeping fees; 37 Participant loan processing; 50 Direct payment from the plan $48,504yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014090940NAL0001153347001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$33,483,519$40,473,43520.9%
Participants with a balance1861986.5%
Administrative expenses$76,731$48,504-36.8%
Recordkeeping fees per participant$412.53$244.97-40.6%
Employer contributions$1,328,850$1,479,49911.3%

Prior filing 20241015161127NAL0029059617001, received 2024-10-15; the plan years are contiguous.

Alerts, claims and corrections

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Sponsor name as filed: MARQUETTE ASSOCIATES, INC.; SEC registrant: MARQUETTE ASSOCIATES, INC. (CIK 2042617, matched by EIN).