MARCO CONSULTING GROUP
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20-1 YoYRank #759 of mapped providers
Assets under administration$8.8B0.0%Market share · rank #1345
Fees received$1MMedian $45,695/planSum across Schedule C direct + indirect
Net wins YoY-12 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 management; Investment advisory (plan)Code 27 | 7 | $85,000 | |
Non-monetary compensation; LegalCode 29 | 7 | $16,096 | |
Investment managementCode 28 | 3 | $21,930 | |
Investment advisory (plan); Consulting (pension)Code 17 | 2 | $32,500 | |
Other feesCode 99 | 1 | $41,389 |
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 |
|---|---|---|
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEESIL · 526122274-001 | DICLAUDIO & KRAMER, LLC | $476M |
INTERFLEX PAYMENTS, LLCTX · 272256926-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $15M |
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 | THE SEGAL COMPANY | $98M |
TRUSTEES OF THE I.B.E.W. LOCAL 910 PENSION FUNDNY · 166149240-001 | D'ARCANGELO & CO., LLP | $66M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | $2.1B | 33,266 | $107,655 | 2y | - |
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 | - |
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEESIL · 526122274-001 | $503M | 13,533 | $63,980 | 2y | - |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | $401M | 2,450 | $13,646 | 2y | - |
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 | - |
TRUSTEES OF NATIONAL ROOFING INDUSTRY SUPPLEMENTAL PENSION PLANMN · 366157071-002 | $236M | 9,509 | $16,096 | 2y | - |
Flag exposure
90.0%Market: 89.2%
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 (22)
Raw Schedule C names collapsed into MARCO CONSULTING GROUP.
- MARCO - EQUITY 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 INVESTMENT CONSULTING
- MARCO MCGUIRE & ARREOLA
- MARCO MCGUIRE AND ARREOLA
- MARCO TREND LLC
- MARCO, MCGUIRE & ARREOLA
- MARCO, MCGUIRE, & ARREOLA
- 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 /retirement 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