Marco Consulting Group
advisor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13-2 YoYRank #1262 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #1759
Fees received$1MMedian $50,000/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 Marco Consulting Group plan look like?
Service mix · median fees per plan
Count of plans where Marco Consulting Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 7 | $85,000 | |
Investment managementCode 28 | 3 | $21,930 | |
Consulting (pension); Investment advisory (plan)Code 17 | 2 | $32,500 | |
Direct payment from the plan; Other feesCode 50 | 1 | $6,666 |
Competitor overlap
Percent of Marco Consulting Group'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 Marco Consulting Group.
| Sponsor | From | Assets |
|---|---|---|
COMMUNITYAMERICA CREDIT UNIONKS · 446015072-002 | EXECUTIVE DIRECTOR | $578M |
Plans lost in 2024
Appeared last year under Marco Consulting Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF LOCAL NO. 41 IBEW ANNUITYNY · 166069938-001 | Segal Marco Advisors | $98M |
TRUSTEES OF THE I.B.E.W. LOCAL 910 PENSION FUNDNY · 166149240-001 | MARK CAPONE | $66M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECACA · 956392774-001 | $1.6B | 18,310 | $15,000 | 10y | - |
BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLANMO · 436058365-001 | $780M | 18,936 | $215,000 | 10y | - |
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001 | $732M | 4,318 | $135,000 | 10y | - |
BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PLPA · 231990722-001 | $624M | 4,626 | $85,000 | 10y | - |
COMMUNITYAMERICA CREDIT UNIONKS · 446015072-002 | $578M | 2,823 | $6,666 | 1y | - |
IBEW LOCAL 43 & ELECTRICAL CONTRACTORS PENSION FUNDNY · 166153389-001 | $271M | 1,953 | $55,000 | 10y | - |
BOARD OF TRUSTEES IBEW LOCAL 43 AND ELECTRICAL CONTRACTORSNY · 516052602-001 | $249M | 1,893 | $28,000 | 10y | - |
BOARD OF TRUSTEES MICHIANA AREA ELECTRICAL WORKERS PENSION FUNDMI · 356269273-001 | $228M | 2,251 | $10,492 | 9y | - |
BOARD OF TRUSTEES, KERN COUNTY ELECTRICAL WORKERSCA · 956123049-001 | $201M | 1,736 | $286,267 | 10y | - |
PLUMBERS 267 PENSION FUND LOCAL 267 PENSION FUNDNY · 150347955-001 | $180M | 1,375 | $87,500 | 10y | - |
Flag exposure
84.6%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 (25)
Raw Schedule C names collapsed into Marco Consulting Group.
- EMVESTNET RETIREMENT SOLUTIONS
- EN TRUST
- ENCAP ENERGY CAPITAL FUND IX, LP
- ENCAP ENERGY CAPITAL FUND VIII
- MARCO
- MARCO - ALTERNATIVES GROUP TRUST
- MARCO - EQUITY GROUP TRUST
- MARCO - FIXED INCOME GROUP TRUST
- MARCO ADVISORS
- MARCO CONSULTANTS
- MARCO CONSULTING
- MARCO CONSULTING GROUP
- MARCO CONSULTING GROUP INC
- MARCO CONSULTING GROUP INC.
- MARCO CONSULTING GROUP LLC
- MARCO CONSULTING GROUP, INC
- MARCO CONSULTING GROUP, INC.
- MARCO CONSULTING GROUP, LLC
- MARCO FIDUCIARY SERVICES
- MARCO GROUP
- MARCO INVESTMENT CONSULTING
- THE MARCO CONSULTING COMPANY
- THE MARCO CONSULTING GROUP
- THE MARCO CONSULTING GROUP INC.
- THE MARCO CONSULTING GROUP,INC.
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 Marco Consulting Group'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 Marco Consulting Group. 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 Marco Consulting Group'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 |
|---|---|---|
| Blitman & King LLP | 4 | 30.8% |
| Abato, Rubenstein & Abato, P.A. | 1 | 7.7% |
| Bush Gottlieb | 1 | 7.7% |
| Cleary, Josem & Trigiani LLP | 1 | 7.7% |
| Dowd Bloch Bennett & Cervone | 1 | 7.7% |
| FOX ROTHSCHILD LLP | 1 | 7.7% |
| Hammond & Shinners PC | 1 | 7.7% |
| Laquer Urban Clifford & Hodge LLP | 1 | 7.7% |
| Ledbetter & Parisi LLC | 1 | 7.7% |
| May Oberfell Lorber | 1 | 7.7% |