MARKS GROUP WEALTH MANAGEMENT
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+2 YoYRank #2657 of mapped providers
Assets under administration$26.1B0.0%Market share · rank #550
Fees received$1MMedian $80,000/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 MARKS GROUP WEALTH MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where MARKS GROUP WEALTH MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other feesCode 27 | 2 | $96,000 | |
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 2 | $406,748 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $8,790 |
Competitor overlap
Percent of MARKS GROUP WEALTH 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 MARKS GROUP WEALTH MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | Financial Engines Advisors LLC | $19.0B |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | EntrustPermal | $6.0B |
Plans lost in 2024
Appeared last year under MARKS GROUP WEALTH MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $8,790 | 1y | 1 |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $789,236 | 1y | - |
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | $962M | 3,883 | $24,259 | 10y | - |
AFFINITY PLUS FEDERAL CREDIT UNIONMN · 410557541-033 | $98M | 755 | $111,999 | 10y | - |
BWBR ARCHITECTS, INC.MN · 410823721-001 | $56M | 264 | $80,000 | 10y | 1 |
Flag exposure
80.0%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 (5)
Raw Schedule C names collapsed into MARKS GROUP WEALTH MANAGEMENT.
- ENTREPRENEUR 30
- ENTRUST
- ENTRUST, INC
- MARKS GROUP
- MARKS GROUP WEALTH MANAGEMENT
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 MARKS GROUP WEALTH 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 | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 MARKS GROUP WEALTH 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 MARKS GROUP WEALTH 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 |
|---|---|---|
| Krakow & Souris LLC | 1 | 20.0% |
| Kraw & Kraw Law Group | 1 | 20.0% |
| Weinberg, Roger & Rosenfeld | 1 | 20.0% |