MARCUM LLP
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served74-18 YoYRank #261 of mapped providers
Assets under administration$10.0B0.0%Market share · rank #1161
Fees received$2MMedian $20,075/planSum across Schedule C direct + indirect
Net wins YoY-1627 won · 43 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 MARCUM LLP plan look like?
Service mix · median fees per plan
Count of plans where MARCUM LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 54 | $20,600 | |
Investment advisory (plan)Code 27 | 5 | $19,728 | |
Other feesCode 99 | 5 | $18,343 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Consulting fees; Recordkeeping fees; Direct payment from the planCode 15 | 2 | $51,248 | |
Investment advisory (participants)Code 26 | 2 | $33,689 | |
Investment management; Participant communication; Direct payment from the planCode 28 | 2 | $18,675 | |
Direct payment from the plan; Valuation (appraisals, etc.)Code 34 | 2 | $18,964 | |
Consulting (general); Consulting feesCode 16 | 1 | $7,397 |
Competitor overlap
Percent of MARCUM LLP'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 MARCUM LLP.
| Sponsor | From | Assets |
|---|---|---|
NOURYON CHEMICALS LLCIL · 831177040-002 | FINANCIAL ENGINES | $509M |
AUBREY SILVEY ENTERPRISES, INC.GA · 581098798-001 | (new plan) | $281M |
AKUMIN INC.FL · 364793204-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $164M |
NOURYON CHEMICALS LLCIL · 831177040-001 | WILLIS TOWERS WATSON US LLC | $82M |
AMERICAN COUNCIL ON EDUCATIONDC · 530196573-002 | TIAA | $77M |
ROCKET LAB USA INC.CA · 981550340-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $62M |
TRIVIDIA HEALTH, INC.FL · 222594392-001 | JPMORGAN INVEST HOLDINGS LLC | $59M |
DESKTOP METAL, INC.MA · 474947659-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $32M |
LAUGHLIN, FALBO, LEVY & MORESI, LLPCA · 942950919-001 | LAUGHLIN FALBO LEVY MORESI LLP | $29M |
LAUGHLIN, FALBO, LEVY & MORESI, LLPCA · 942950919-005 | LAUGHLIN FALBO LEVY MORESI LLP | $25M |
Plans lost in 2024
Appeared last year under MARCUM LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
US ACUTE CARE SOLUTIONSOH · 341807694-001 | WEALTH MANAGEMENT SYSTEMS INC | $1.6B |
LIFESPAN CORPORATIONRI · 222861978-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $515M |
HERBALIFE INTERNATIONAL OF AMERICA, INC.CA · 953954565-001 | INSERO & CO. CPAS, LLP | $377M |
RELATED PARTNERS, INC.NY · 133680053-333 | CBIZ RETIREMENT PLAN SERVICES | $349M |
ENSIGN SERVICES, INC.CA · 113645368-001 | MOSS ADAMS LLP | $286M |
ALERISLIFE, INC.MA · 043516029-001 | CBIZ RETIREMENT PLAN SERVICES | $126M |
FOX MANAGEMENT REHABILITATION SERVICES LLCNJ · 833020179-001 | CBIZ RETIREMENT PLAN SERVICES | $101M |
MENLO SCHOOLCA · 943204137-002 | TIAA | $98M |
BURNS & LEVINSON LLPMA · 042265163-001 | CBIZ RETIREMENT PLAN SERVICES | $83M |
LYTX, INC.CA · 330794096-001 | MMA SECURITIES LLC | $79M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERITEAM SERVICES, LLCTN · 472129748-002 | $1.8B | 24,708 | $29,938 | 4y | 2 |
ODP INTERNATIONAL, LLCFL · 872687219-001 | $1.3B | 24,429 | $67,465 | 3y | 2 |
IKEA NORTH AMERICA SERVICES, LLCPA · 233005722-001 | $1.1B | 22,940 | $59,850 | 2y | 1 |
WESTERN CONNECTICUT HEALTH NETWORK, INC.CT · 222594977-001 | $964M | 8,778 | $59,385 | 8y | - |
NOURYON CHEMICALS LLCIL · 831177040-002 | $509M | 2,085 | $36,050 | 1y | 2 |
VITAS HEALTHCARE CORPORATIONFL · 592318357-002 | $493M | 14,076 | $56,000 | 10y | 2 |
AUBREY SILVEY ENTERPRISES, INC.GA · 581098798-001 | $281M | 553 | $22,660 | 1y | - |
TEKNOR APEX COMPANYRI · 050306609-004 | $273M | 1,997 | $53,366 | 3y | - |
CAMBRIDGE INFORMATION GROUP, INC.MD · 521088476-001 | $252M | 1,585 | $14,560 | 4y | - |
TEKNOR APEX COMPANYRI · 050306609-003 | $243M | 1,689 | $32,040 | 3y | - |
Flag exposure
86.5%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 (25)
Raw Schedule C names collapsed into MARCUM LLP.
- CROSKEY LANNI/ MARCUM LLC
- FRIEDMAN LLP ACCOUNTANTS & ADVISORS
- MACUM LLP
- MARCUM
- MARCUM ACCOUNTANTS
- MARCUM ACCOUNTANTS & ADVISORS
- MARCUM ACCOUNTANTS ADVISORS
- MARCUM ACCOUNTANTS AND A
- MARCUM BENEFIT GROUP
- MARCUM LLC
- MARCUM LLP
- MARCUM LLP.
- MARCUM WEALTH
- MARCUM WEALTH LLC
- MARCUM WEALTH MANAGEMENT GROUP LLC
- MARCUM WEALTH, LLC
- MARCUM WEALTH, LLC.
- MARCUM, CONNIE D.
- MARCUM, LLC
- MARCUM, LLP
- MARCUMLLP
- MARKUM, LLP
- SKODA MINOTTI
- SKODA MINOTTI & CO
- SKODA, MINOTTI & CO.
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 MARCUM LLP'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 | 4 | 5.41% | 7.76% | -2.36 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 25 | 33.78% | 1.71% | +32.07 pp |
| Failed to provide benefit | 4 | 5.41% | 0.14% | +5.27 pp |
| Corrective distributions | 18 | 24.32% | 1.76% | +22.57 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 MARCUM LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).