How big is Marquette Capital, LLC's plan?

Marquette Capital, LLC's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20250527154834NAL0011412448001

Marquette Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Marquette Capital Retirement Savings Plan

401(k) retirement plan · Marquette Capital, LLC's Marquette Capital Retirement Savings Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Margaret Yanez signed Marquette Capital, LLC's 2024 Form 5500 as plan administrator.

Margaret Yanez — 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 Capital, LLC's EIN is 46-4214709.

EIN 46-4214709

Plan number 001

Plan year 2024

ACK ID 20250527154834NAL0011412448001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Marquette Capital, 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 CAPITAL, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

MARQUETTE CAPITAL, LLC

EIN

all filings

Address

620 MENDELSSOHN AVENUE N. · SUITE 170 · GOLDEN VALLEY, MN · 55427

Phone

(612) 661-3993

Industry

Finance & Insurance

Plan administrator