Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARATHON STRATEGIC ADVISORS, LLC
EIN 06-1535553Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$1.1M assets
Welfare
0
Participants
6
306 MARBERRY DR. - PITTSBURGH, PA 15215740-282-5198
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.1M assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MARATHON STRATEGIC ADVISORS, LLC 401(K) PLAN
401k
Assets$848K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARATHON STRATEGIC ADVISORS, LLC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$218K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MARATHON STRATEGIC ADVISORS, LLC 401(K) PLAN | 401k | $848K | 3 | 2025 | |
| 002 | MARATHON STRATEGIC ADVISORS, LLC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $218K | 3 | 2025 |
Retirement plans