Plans listing this provider
22
0.04% of the 56,420 plans with Schedule H financials; 20 in 2023
Providers › Marquette Associates
Marquette Associates
- Service provider, as named on Schedule C
- EIN 363485298
- Plan year 2024
- Direct compensation reported $850,626
Assets of those plans
$6,553,111,377
0.08% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$850,626
91% 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) | 12 |
| 50 | Direct payment from the plan | 10 |
| 16 | Consulting (general) | 7 |
| 17 | Consulting (pension) | 1 |
| 70 | Consulting fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Kwik Trip Profit Sharing 401(k) Plan | Kwik Trip | $1,113,873,487 | 30,366 | $83,018 |
| Methodist Health System 401(k) Plan | Nebraska Methodist Health System | $706,082,635 | 9,382 | $17,050 |
| Plumbers and Steamfitters Local 400 and Mechanical Contractors Association of North Central Wisconsin Profit Sharing/401(k) Plan | Board of Trustees | $476,805,925 | 2,411 | $65,000 |
| Growmark Member Cooperative 401(k) Savings Plan | Growmark | $474,875,852 | 9,367 | $68,375 |
| Plumbers' Retirement Savings Fund, Local 130, U.A. | Board of Trustees for the Plumber's Retirement Savings Fund Local 130 | $448,546,995 | 5,268 | $25,000 |
| Cooper-standard Automotive Inc. Enhanced Investment Savings Plan | Standard Products | $444,158,176 | 3,950 | $85,000 |
| IBEW Local 701 Retirement Savings Fund | Board of Trustees-local 701 Retirement Savings Fund | $418,646,579 | 2,023 | $14,040 |
| Central Laborers Annuity Plan | Board of Trustees of Central Laborers Annuity Plan | $355,505,483 | 24,816 | $0 |
| Generac Power Systems, Inc. Employees 401(k) Savings Plan | Generac Power Systems | $343,642,624 | 6,692 | $182,624 |
| Aptargroup, Inc. Profit Sharing and Savings Plan | Aptargroup | $325,998,562 | 2,962 | $42,500 |
| Electricians' Salary Deferral Plan of Local 1, Ibew- ST. Louis Chapter Neca | BD of Trustees of Electricians' Salary Deferral Plan of Local 1 Ibew | $288,554,422 | 2,366 | $22,000 |
| Growmark 401(k) Plan | Growmark | $286,364,438 | 3,382 | $42,889 |
| International Association of Sheet Metal, Air,rail and Transportation Workers (smart) Local Union No. | Board of Trustees of Smart Local Union No. 36 401(k) Plan | $213,991,521 | 3,986 | $25,000 |
| Rogers Memorial Hospital, Inc. 401(k) Plan | Rogers Memorial Hospital | $145,648,389 | 4,020 | $56,250 |
| Midwest Teamsters Member 401(k) Plan | Board of Trustees Midwest Teamsters Member 401(k) | $116,672,471 | 3,157 | $39,382 |
| SEIU Affiliates' Officers and Employees Supplemental Retirement Savings 401(k) Plan | Service Employees International Union | $108,325,418 | 1,759 | $18,599 |
| Utility Workers Union of America Deferred Compens Plan | Board of Trustees of the UW of a Deferred Compensation Plan | $100,369,826 | 594 | $10,000 |
| Glaziers Architectural Metal & Glassworkers Local 513, Division A, Glaziers Unit 401(k) and Supplemental Retirement Plan | Board of Trustees of Glaziers Arch Metal & Glasswkrs LU 513 401(k) SPPLM | $54,212,558 | 323 | $21,304 |
| West Michigan Plumbers Fitters & Service Trades Local Union No 174 401(k) Retirement Savings Plan | Board of Trustees West MI Plumbers Local Union No 174 401(k) Plan | $54,000,320 | 979 | $16,105 |
| Plumbers Local Union No. 16 Defined Contribution Plan | Board of Trustees Plumbers Local Union No. 16 Defined Contribution PLA | $39,373,506 | 407 | $6,490 |
| Upper Peninsula Plumbers Pipefitters Defined Contribution Plan | Trustees of the Upper Peninsula Plumbers and Pipefitters Defined | $25,778,040 | 427 | $0 |
| Plumbers & Pipefitters U.A. Local 85 Retirement and 401(k) Fund | Joint Board of Trustees Plumbers & Pipefitters Local 85 Retirement | $11,684,150 | 689 | $10,000 |
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.