Marathon Asset Management
advisor23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-10 YoYRank #1148 of mapped providers
Assets under administration$64.7B0.1%Market share · rank #235
Fees received$6MMedian $258,403/planSum across Schedule C direct + indirect
Net wins YoY-91 won · 10 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Marathon Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Marathon Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 6 | $93,836 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Investment managementCode 21 | 5 | $262,058 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 2 | $786,365 | |
Custodial (securities); Investment management; Investment management fees paid directly by planCode 19 | 1 | $108,158 |
Competitor overlap
Percent of Marathon Asset Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Marathon Asset Management.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | LMCG Investments LLC | $6.4B |
Plans lost in 2024
Appeared last year under Marathon Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | Trust Company of the West | $5.3B |
XCEL ENERGY INC.MN · 410448030-001 | NISA Investment Advisors | $1.3B |
XCEL ENERGY INC.MN · 410448030-008 | NISA Investment Advisors | $919M |
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-001 | MGG Investment Group LP | $569M |
WINDSTREAM SERVICES, LLCAR · 852049794-001 | Morgan Lewis & Bockius LLP | $415M |
XCEL ENERGY INC.MN · 410448030-009 | NISA Investment Advisors | $362M |
HUNT CONSOLIDATED, INC.TX · 751727234-001 | Cambridge Investment Research | $247M |
XCEL ENERGY INC.MN · 410448030-007 | NISA Investment Advisors | $194M |
DOLE FOOD COMPANY, INC.NC · 990035300-029 | Wilshire Associates | $152M |
AMERICAN COLLEGE OF SURGEONSIL · 362192800-001 | PNC Bank | $80M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $368,706 | 10y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $694,098 | 10y | - |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | $6.4B | 16,852 | $254,748 | 1y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $262,058 | 3y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $344,691 | 3y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $2M | 10y | - |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | $4.7B | 21,342 | $146,134 | 5y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $878,632 | 4y | - |
GLAXOSMITHKLINE LLCPA · 231099050-003 | $2.9B | 35,701 | $41,537 | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $520,634 | 10y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (23)
Raw Schedule C names collapsed into Marathon Asset Management.
- EMPOWER RETIRERMENT ADVISORY SERV
- EMPOWER RETIRMENT ADV SVCS
- EMPOWER RETIRMENT ADVISORY SERVICES
- EMPOWER RETIRMENT ADVISORY SERVIES
- EMPOWER RETREMENT ADVISORY SERVICES
- EMPOWER RETURENEBT ADVISORY SERVICE
- MARATHON
- MARATHON ASSET MANAGAMENT
- MARATHON ASSET MANAGEMENT
- MARATHON ASSET MANAGEMENT (SVCS)LTD
- MARATHON ASSET MANAGEMENT LIMITED
- MARATHON ASSET MANAGEMENT LLC
- MARATHON ASSET MANAGEMENT LLP
- MARATHON ASSET MANAGEMENT LP
- MARATHON ASSET MANAGEMENT LTD
- MARATHON ASSET MANAGEMENT LTD.
- MARATHON ASSET MANAGEMENT, LLP
- MARATHON ASSET MANAGEMENT, LP
- MARATHON ASSET MANAGMENT LLC
- MARATHON ASSET MANGEMENT
- MARATHON ASSET MGMT
- MARATHON ASSET MGMT LLP
- MARATHON ASSET MGMT LTD
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Marathon Asset Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Marathon Asset Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Marathon Asset Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Kilpatrick Townsend & Stockton LLP | 2 | 14.3% |
| Mitchell Silberberg & Knupp LLP | 2 | 14.3% |
| Thompson Coburn | 2 | 14.3% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 7.1% |
| Covington & Burling LLP | 1 | 7.1% |
| Isler Dare PC | 1 | 7.1% |
| K&L Gates LLP | 1 | 7.1% |
| Morgan Lewis & Bockius LLP | 1 | 7.1% |
| Paul Hastings LLP | 1 | 7.1% |
| Reinhart Boerner Van Deuren S.C. | 1 | 7.1% |