AUMdb

Marquette Associates, Inc. Employees' Savings & Retirement Plan

Sponsored by Marquette Associates, Inc. · EIN 363485298 · Plan #001

Total assets
$40.5M
Net assets
$40.5M
Active participants
141
With balances
198

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
T Rowe Price Recordkeeping fees, Participant loan processing, Direct payment from the plan $48,504