Assets by plan
Share of aggregate retirement assets
61%top
Sponsor portfolio
MARKETING CONCEPTS GROUP
EIN 36-3574309Wholesale TradeLatest filing 2024
Plans
2
Retirement
2
$11.3M assets
Welfare
0
Participants
27
1000 JORIE BLVD., SUITE 118 - OAK BROOK, IL 60523630-920-1987
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.3M assets / 27 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#003
MARKETING CONCEPTS GROUP 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$6.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#004
MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN
CashBalance
Assets$4.5M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MARKETING CONCEPTS GROUP 401(K) PROFIT SHARING PLAN & TRUST | 401k | $6.9M | 14 | 2024 | |
| 004 | MARKETING CONCEPTS GROUP CASH BALANCE PENSION PLAN | CashBalance | $4.5M | 13 | 2024 |
Retirement plans