Filings through .
Marcum LLP
Matched across 26 name variants in the filings
Marcum LLP summary
Marcum LLP appears on 25 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $5.0B in assets for 73,104 participants. The median client plan holds $18.1M. Most client plans are sponsored in CT, PA and CA. The largest clients by plan assets are Ameriteam Services, LLC, Ikea North America Services, LLC and Vitas Healthcare Corporation. Plans reported $447K in direct and indirect compensation paid to Marcum LLP. The median is $18K per plan.
- Participants
- 73,104
- Median plan assets
- $18.1M
- Median plan participants
- 354
- Median fees per plan
- $18K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Ameriteam Services, LLC | TN | $2.1B | 24,670 |
| Ikea North America Services, LLC | PA | $1.2B | 22,441 |
| Vitas Healthcare Corporation | FL | $561M | 14,522 |
| Nouryon Chemicals LLC, plan 002 | PA | $539M | 1,998 |
| Nouryon Chemicals LLC, plan 001 | PA | $83.3M | 1,182 |
| Kubicki Draper, P.A. | FL | $82.8M | 625 |
| Nouryon Chemicals LLC, plan 003 | PA | $74.3M | 354 |
| Western National Properties Dba Western National Group | CA | $67.0M | 1,050 |
| Fluidmaster, Inc. | CA | $59.6M | 196 |
| Odin, Feldman & Pittleman, P.C. | VA | $49.8M | 146 |
| Guest Services, Inc., plan 004 | VA | $42.9M | 2,324 |
| Desktop Metal, Inc. | MA | $31.7M | 504 |
| Milhouse Engineering and Construction, Inc. | IL | $18.1M | 343 |
| Lawry's Restaurant, Inc. | CA | $16.9M | 487 |
| Imagineers, L.L.C | CT | $16.4M | 251 |
| Toluna USA, Inc | CT | $15.4M | 189 |
| Bescast, Inc. | OH | $9.8M | 256 |
| Geisslers Supermarket Inc. | CT | $9.6M | 349 |
| Ataraxis Peo | OH | $9.6M | 380 |
| Best Supply, Inc. | OH | $9.2M | 491 |
| Sportech, Inc. | CT | $8.4M | 346 |
| Destination XL Group, Inc. | MA | $24K | 0 |
| Schnader Harrison Segal & Lewis LLP | PA | $0 | 0 |
| Guest Services, Inc., plan 003 | VA | $0 | 0 |
| Starling Physicians, P.C. | CT | $0 | 0 |
- TNParticipants 24,670
- PAParticipants 22,441
- FLParticipants 14,522
- PAParticipants 1,998
- PAParticipants 1,182
- Kubicki Draper, P.A.$82.8MFLParticipants 625
- PAParticipants 354
- CAParticipants 1,050
- Fluidmaster, Inc.$59.6MCAParticipants 196
- VAParticipants 146
- VAParticipants 2,324
- Desktop Metal, Inc.$31.7MMAParticipants 504
- ILParticipants 343
- Lawry's Restaurant, Inc.$16.9MCAParticipants 487
- Imagineers, L.L.C$16.4MCTParticipants 251
- Toluna USA, Inc$15.4MCTParticipants 189
- Bescast, Inc.$9.8MOHParticipants 256
- CTParticipants 349
- Ataraxis Peo$9.6MOHParticipants 380
- Best Supply, Inc.$9.2MOHParticipants 491
- Sportech, Inc.$8.4MCTParticipants 346
- MAParticipants 0
- PAParticipants 0
- VAParticipants 0
- CTParticipants 0
Top client states
- CT5 plans
- PA5 plans
- CA3 plans
- OH3 plans
- VA3 plans
Frequently asked questions
- Who uses Marcum LLP?
- 25 retirement plans list Marcum LLP as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Ameriteam Services, LLC, Ikea North America Services, LLC, Vitas Healthcare Corporation and Nouryon Chemicals LLC. Most client plans are sponsored in CT, PA and CA.
- How many plans does Marcum LLP serve?
- Marcum LLP serves 25 retirement plans with $5.0B in plan assets and 73,104 participants, based on the latest Form 5500 filings through 2024.
- What does Marcum LLP charge?
- Plans reported $447K in total Schedule C compensation paid to Marcum LLP. The median plan paid $18K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served25-67 YoYRank #251 of mapped providers
Assets under administration$5.0B0.0%Rank #1161 by share of filed assets
Fees received$447,003Median $17,510/planSum across Schedule C direct + indirect
Net wins YoY-1527 won - 42 lostPlan-level switch detection
See full Marcum LLP analytics with Pro. Pro is free for 7 days and then costs $49 a month.
Pro unlocks:
- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets