How big is Marquette Asset Management, LLC's plan?

Marquette Asset Management, LLC's plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250827081202NAL0009188737001

Marquette Asset Management, LLC

Name: Marquette Asset Management, LLC — Marquette Asset, Form 5500 (2024)
Creator: Marquette Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Marquette Asset Management 401(k) Savings Plan

401(k) retirement plan · Marquette Asset Management, LLC's Marquette Asset Management 401(k) Savings Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

Chris Vernier signed Marquette Asset Management, LLC's 2024 Form 5500 as plan administrator.

Chris Vernier — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Marquette Asset Management, LLC's EIN is 26-3173928.

EIN 26-3173928

Plan number 001

Plan year 2024

ACK ID 20250827081202NAL0009188737001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Marquette Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Marquette Asset Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MARQUETTE ASSET MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score