Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 6 in 2023
Providers › Marcado Asset Management LLC
Marcado Asset Management LLC
- Service provider, as named on Schedule C
- EIN 821492364
- Plan year 2024
- Direct compensation reported $266,674
Assets of those plans
$767,795,317
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$266,674
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 11 |
| 50 | Direct payment from the plan | 5 |
| 16 | Consulting (general) | 3 |
| 28 | Investment management | 2 |
| 15 | Recordkeeping and information management | 1 |
| 21 | Trustee (bank, trust company or similar) | 1 |
| 49 | Other services | 1 |
| 64 | Recordkeeping fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Transwestern 401(k) Plan | Transwestern Commercial Services | $256,360,968 | 2,510 | $22,000 |
| Americas Styrenics LLC 401(k) Savings and Profit Sharing Plan | Americas Styrenics | $213,760,994 | 583 | $25,000 |
| Labatt Food Service Employees' Profit Sharing Plan | Labatt Food Service | $83,326,308 | 1,506 | $11,875 |
| Mahoney Environmental 401(k) Plan | Mahoney Environmental Solutions | $32,431,748 | 664 | $39,948 |
| Neste Retirement Savings Plan | Neste US | $30,387,645 | 209 | $20,000 |
| Clearwave Fiber 401(k) Plan | Delta Communications | $23,607,624 | 520 | $6,500 |
| Fbd-gagemaker 401(k) Plan | Gagemaker | $22,449,741 | 275 | $22,500 |
| Southwest Texas Equipment Distributors, Inc. Profit Sharing Plan | Southwest Texas Equipment Distributors | $19,565,900 | 181 | $22,891 |
| Mesa Natural Gas Solutions LLC 401(k) Profit Sharing Plan and Trust | Mesa Natural Gas Solutions | $15,906,341 | 821 | $17,250 |
| Kleberg Bank, N.A. 401(k) Plan | Kleberg Bank | $14,845,150 | 161 | $15,000 |
| XPEL, Inc. Retirement Trust | XPEL | $14,603,354 | 335 | $9,928 |
| A.H. Beck Foundation Co. Inc 401(k) Profit Sharing Plan | A.H. Beck Foundation | $12,045,589 | 155 | $11,250 |
| Garrison Management Group, LLC 401(k) Profit Sharing Plan and Trust | Garrison Management Group | $10,021,613 | 183 | $9,750 |
| American Well Services 401(k) Plan | American Well Services | $9,004,418 | 651 | $19,250 |
| Camp Roofing, Ltd. 401(k) Profit Sharing Planrecordkeeper | Camp Roofing | $5,884,475 | 147 | $6,504 |
| Jon Wayne Heating & Air Conditioning, Ltd. 401(k) Plan | Jon Wayne Heating & Air Conditioning | $3,593,449 | 156 | $7,028 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.