Assets by plan
Share of aggregate retirement assets
Filings through .
2 plans aggregated / $11.4M assets / 6 participants
Share of aggregate retirement assets
Active + retired + deferred vested
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Traditional DB
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | MARKER ADVISORS 401(K) PLAN | 401(k) | $6.3M | 3 | 2025 |
| #002 | MARKER ADVISORS, LLC PENSION PLAN | Traditional DB | $5.1M | 3 | 2024 |