Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MARQUIS WEALTH GROUP
EIN 84-4725138financial servicesLatest filing 2024
Plans
2
Retirement
2
$2.2M assets
Welfare
0
Participants
4
5307 N RIDGE SPRING PLACE - TUCSON, AZ 85749480-581-5330marquiswg.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.2M assets / 4 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
MARQUIS WEALTH GROUP DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.7M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MARQUIS WEALTH GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$476K
Participants2
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 | MARQUIS WEALTH GROUP DEFINED BENEFIT PLAN | TraditionalDB | $1.7M | 2 | 2024 | |
| 002 | MARQUIS WEALTH GROUP 401(K) PROFIT SHARING PLAN | 401k | $476K | 2 | 2024 |
Retirement plans