Marathon London
advisor21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-2 YoYRank #1899 of mapped providers
Assets under administration$26.4B0.0%Market share · rank #562
Fees received$4MMedian $248,049/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 London plan look like?
Service mix · median fees per plan
Count of plans where Marathon London ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment managementCode 28 | 6 | $248,049 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment managementCode 21 | 1 | $790,633 | |
Investment advisory (plan)Code 27 | 1 | $54,161 |
Competitor overlap
Percent of Marathon London'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 London.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Marathon London; not this year.
| Sponsor | To | Assets |
|---|---|---|
EXETER HEALTH RESOURCES, INC.NH · 020222126-001 | NEPC LLC | $107M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $986,445 | 4y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $790,633 | 10y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $2M | 8y | - |
UMASS MEMORIAL HEALTH CARE, INC.MA · 043358566-005 | $1.2B | 13,636 | $405,328 | 4y | - |
CONCORD HOSPITAL, INC.NH · 222594672-001 | $413M | 6,309 | $90,769 | 2y | - |
CATHOLIC HEALTHCARE TRUSTNH · 020315693-005 | $243M | 1,931 | $54,161 | 10y | - |
MAYO CLINIC HOSPITAL - ROCHESTERMN · 410944601-001 | $93M | 1,706 | $52,255 | 4y | - |
MAYO CLINIC HOSPITAL - ROCHESTERMN · 410944601-002 | $44M | 669 | $27,192 | 4y | - |
Flag exposure
75.0%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 (21)
Raw Schedule C names collapsed into Marathon London.
- EMPOWER WEALTH ADVISORS
- EMPOWERMENT RETIREMENT
- MARATHON - LONDON
- MARATHON - LONDON GROUP TRUST
- MARATHON - LONDON INTERNATIONAL
- MARATHON INTERNATIONAL
- MARATHON LONDON
- MARATHON LONDON ASSET MANAGEMENT
- MARATHON LONDON GROUP
- MARATHON LONDON INT'L INV TR FD
- MARATHON LONDON INT'L INVESTMENT TR
- MARATHON LONDON INTERNATIONAL
- MARATHON LONDON INTERNATIONAL INVES
- MARATHON-LONDON
- MARATHON-LONDON GROUP TRUST
- MARATHON-LONDON INT'L INV. TRUST
- MARATHON-LONDON INT'L INVESTMENT TR
- MARATHON-LONDON INTERNATIONAL
- MARATHON-LONDON INTERNATIONAL FUND
- MARATHON-LONDON INTERNATIONAL TRUST
- THE MARATHON-LONDON INTL
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 London'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 London. 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 London'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 |
|---|---|---|
| McGann Ketterman & Rioux | 1 | 12.5% |
| McJessy, Ching & Thompson LLC | 1 | 12.5% |
| Reinhart Boerner Van Deuren S.C. | 1 | 12.5% |