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

Marquee Asset Management, LLC's plan reported $970K in assets and 23 participants for 2024.

Original filing (PDF)20250924104805NAL0008031136001

Marquee Asset Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Shelter Asset Management 401(k) Plan

401(k) retirement plan · Marquee Asset Management, LLC's Shelter Asset Management 401(k) Plan held $970K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

People on this filing

James Hardy signed Marquee Asset Management, LLC's 2024 Form 5500 as plan administrator.

James Hardy — 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

Marquee Asset Management, LLC's EIN is 35-2416005.

EIN 35-2416005

Plan number 001

Plan year 2024

ACK ID 20250924104805NAL0008031136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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