Marquette University Retirement Plan
Sponsored by Marquette University · EIN 390806251 · Plan #001 · Milwaukee, WI
- Total assets
- $926M
- Net assets
- $926M
- Active participants
- 3,088
- With balances
- 4,249
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Francis Llc CRD 130687 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Francis Llc | Investment management, Direct payment from the plan, Investment advisory (plan) | $75,294 |
| Coleman & Williams Ltd | Other services | $18,500 |