The Marquis 401(k) Savings Plan
Sponsored by Marquis Companies I, Inc. · EIN 931054024 · Plan #001
- Total assets
- $76.6M
- Net assets
- $76.6M
- Active participants
- 3,621
- With balances
- 1,763
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Naviquant Capital Management Llc CRD 325236 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $244,940 |
| Naviquant | Investment advisory (plan) | $87,530 |
| Financial Advocates Investment Mana | Investment advisory (plan) | -$23,333 |