Marcum Advisory Group, Llc 401(k) Plan
Sponsored by Marcum Advisory Group, Llc · EIN 881478669 · Plan #006
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
Plan year beginning 01/01/2025 · 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 |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $53,759 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2025 | $0 | 0 | ack 20251126065130NAL0002398659001 |
| 01/01/2024 | $620M | 3,388 | ack 20251014150237NAL0001550947001 |