MarksNelson LLC
other7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #2453 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3714
Fees received$124,775Median $18,550/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 MarksNelson LLC plan look like?
Service mix · median fees per plan
Count of plans where MarksNelson LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 5 | $18,500 | |
Other feesCode 99 | 1 | $30,150 |
Competitor overlap
Percent of MarksNelson LLC'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 MarksNelson LLC.
| Sponsor | From | Assets |
|---|---|---|
CRB GROUP, INC.MO · 843462211-001 | CBIZ | $216M |
Plans lost in 2024
Appeared last year under MarksNelson LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UpToDate, Inc. | $16.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BERKSHIRE HATHAWAY AUTOMOTIVE INC.TX · 472124505-001 | $472M | 14,272 | $18,600 | 3y | 1 |
NITTO AMERICAS INC.NJ · 132623346-001 | $242M | 2,566 | $30,150 | 2y | 1 |
CRB GROUP, INC.MO · 843462211-001 | $216M | 1,522 | $31,025 | 4y | 1 |
QUALITY TECHNOLOGY SERVICES, LLCKS · 205840402-001 | $132M | 1,611 | $18,500 | 8y | 2 |
UHLIG LLCKS · 900175078-001 | $10M | 139 | $17,500 | 7y | - |
WILBERT FUNERAL SERVICE, INC.KS · 364128481-001 | $0 | 0 | $9,000 | 5y | 2 |
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 (7)
Raw Schedule C names collapsed into MarksNelson LLC.
- ENTRUST CAPITAL DIVERSIFIED FUND
- ENTRUST CAPITAL MANAGEMENT LP
- MARKS NELSON LLC
- MARKS NELSON, LLC
- MARKSNELSON
- MARKSNELSON LLC
- MARKSNELSON, LLC
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 MarksNelson LLC'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 | 1 | 16.67% | 7.76% | +8.90 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 66.67% | 1.71% | +64.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 33.33% | 1.76% | +31.57 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 MarksNelson LLC. 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 MarksNelson LLC'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 |
|---|---|---|
| CAP Financial LLC | 1 | 16.7% |
| MHM Retirement Plan Solutions LLC | 1 | 16.7% |
| Strategic Advisers | 1 | 16.7% |
| Wealth Management Systems Inc. | 1 | 16.7% |