Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARKER ADVISORS, LLC
EIN 26-0188008information technology and servicesLatest filing 2025
Plans
2
Retirement
2
$11.4M assets
Welfare
0
Participants
6
3300 MAVERICK DR. - WICKENBURG, AZ 85390602-751-6776markeradvisors.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.4M 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
MARKER ADVISORS 401(K) PLAN
401k
Assets$6.3M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARKER ADVISORS, LLC PENSION PLAN
TraditionalDB
Assets$5.1M
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 | MARKER ADVISORS 401(K) PLAN | 401k | $6.3M | 3 | 2025 | |
| 002 | MARKER ADVISORS, LLC PENSION PLAN | TraditionalDB | $5.1M | 3 | 2024 |
Retirement plans