Marks Group Wealth Management

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

92,374

Total plan assets

$19.4B

Filings (rows)

Direct comp

$249K

Indirect comp

$313K

SERVICES PROVIDED

Advisor / Consultant7

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Delta Air Lines, Inc. Delta 401(k) Retirement Plan · all filings	ATLANTA, GA	Advisor / Consultant	89,993	$19.0B	$9K	$0
Affinity Plus Federal Credit Union Affinity Plus 401(k) Retirement Plan · all filings	SAINT PAUL, MN	Advisor / Consultant	607	$98.2M	$0	$112K
Affinity Plus Federal Credit Union Affinity Plus 401(k) Retirement Plan · all filings	SAINT PAUL, MN	Advisor / Consultant	608	$83.9M	$0	$91K
Affinity Plus Federal Credit Union Affinity Plus 401(k) Retirement Plan · all filings	SAINT PAUL, MN	Advisor / Consultant	596	$65.8M	$0	$110K
BWBR Architects, Inc. BWBR Architects, Inc. Profit Sharing and 401(k) Plan · all filings	ST. PAUL, MN	Advisor / Consultant	184	$55.8M	$80K	$0
BWBR Architects, Inc. BWBR Architects, Inc. Profit Sharing and 401(k) Plan · all filings	ST. PAUL, MN	Advisor / Consultant	208	$47.3M	$80K	$0
BWBR Architects, Inc. BWBR Architects, Inc. Profit Sharing and 401(k) Plan · all filings	ST. PAUL, MN	Advisor / Consultant	178	$43.7M	$80K	$0