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Providers › Accounting and auditing

Service provider · Schedule C, plan year 2024

Marcum LLP

Most often reported for accounting and auditing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

55plans naming this provider
112,492participant records in those plans
$1.4Mcompensation reported, direct and indirect
$26.72median reported per participant55 plans with an amount

For plan year 2024, 55 retirement plans with 100 or more participants reported paying Marcum LLP $5,000 or more. Those plans cover 112,492 participant records, and the service most often reported is accounting and auditing.

Reported compensation from those plans, direct and indirect, totalled $1.4M. Per plan, the median was $26.72 per participant, with the middle half of plans between $14.20 and $61.27. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (12), Florida (8) and Connecticut (8).

In 2009 it appeared on 6 such filings; in 2024, 55. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$14.20$26.72$61.27
Compensation as a share of plan net assets0.02%0.04%0.09%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 62010: 172011: 152012: 192013: 222014: 342015: 312016: 332017: 412018: 482019: 432020: 572021: 432022: 692023: 742024: 556745520092012201620202024
Plans with 100+ participants naming this provider
2009: $100K2010: $210K2011: $208K2012: $219K2013: $259K2014: $508K2015: $437K2016: $466K2017: $794K2018: $786K2019: $811K2020: $1.1M2021: $745K2022: $1.3M2023: $1.7M2024: $1.4M$100K$1.7M$1.4M20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Accounting (including auditing)45
Recordkeeping and information management2
Consulting (pension)2
Valuation (appraisals, etc.)2
Investment advisory (plan)1
Investment advisory (participants)1

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
The Odp Corporation Retirement Savings PlanOdp International, LLCFL24,429$1.33B$67K
Ikea Retirement and Savings PlanIkea North America Services, LLCPA22,940$1.07B$60K
Vitas Healthcare Corporation 401(k) PlanVitas Healthcare CorporationFL14,076$493M$56K
Covenant Care 401(k) PlanCovenant Care California, LLCCA4,904$73.5M$17K
Akumin 401(k) PlanAkumin Inc.FL4,803$164M$65K
Cardworks, Inc. 401(k) Retirement PlanCardworks, Inc.NY2,846$124M$29K
Barry University 401(k) PlanBarry UniversityFL2,816$97.0M$5,281
401(k) Employee Savings Plan of Guest Services, Inc.Guest Services, Inc.VA2,549$39.6M$31K
Cano Health 401(k) PlanCano Health, LLCFL2,399$23.6M$83K
Nouryon Chemicals Retirement Savings PlanNouryon Chemicals LLCIL2,085$509M$36K
Teknor Savings Plus PlanTeknor Apex CompanyRI1,997$273M$53K
Park Place Technologies 401(k) Profit Sharing PlanPark Place Technologies, LLCOH1,871$153M$15K
Vassar Brothers Hospital Pension PlanVassar Brothers HospitalCT1,743$139M$31K
The Teknor Apex Company Retirement PlanTeknor Apex CompanyRI1,689$242M$32K
Cambridge Information Group, Inc. 401(k) Retirement PlanCambridge Information Group, Inc.MD1,585$252M$15K
Rocket Lab USA 401(k) PlanRocket Lab USA Inc.CA1,540$62.0M$35K
Brex 401(k) PlanBrex Inc.CA1,174$66.7M$13K
Makita Shared Savings PlanMakita USA, Inc.CA1,022$99.1M$21K
WNG 401(k) PlanWestern National Properties DBA Western National GroupCA999$58.3M$21K
Barry University Defined Contribution PlanBarry UniversityFL971$123M$13K
American Council on Education 403(b) Retirement PlanAmerican Council on EducationDC841$77.2M$16K
Employee Savings PlanCorovan CorporationCA747$26.0M$17K
Metropolitan Homecare Way Retirement PlanMetropolitan Homecare WayNY746$180K$19K
Warrenton Oil Company, Inc. 401(k) Profit Sharing PlanWarrenton Oil Company, Inc.MO658$17.8M$4,120
The Renfrew Centers, Inc. 401(k) PlanThe Renfrew Centers, Inc.PA629$19.8M$9,360
Snyk, Inc. 401(k) PlanSnyk, Inc.MA628$23.6M$12K
Information Services Group, Inc. Profit Sharing PlanInformation Services Group, Inc.CT591$118M$19K
Kubicki Draper, P.A. 401(k) PlanKubicki Draper, P.A.FL580$71.6M$14K
Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc.GA553$281M$23K
Trividia Health, Inc. Employee Flexible Compensation PlanTrividia Health, Inc.FL525$59.4M$10K
Healthpeak Properties, INC.401(K) Retirement PlanHealthpeak Properties, Inc.CO517$81.5M$21K
Desktop Metal Retirement PlanDesktop Metal, Inc.MA504$31.6M$23K
Island Employment Services, LLC 401(k) Profit Sharing PlanIsland Employment Services, LLCNY495$121M$43K
Criticalpoint Capital, LLC 401(k) PlanCriticalpoint Partners, LLCCA477$25.2M$28K
Lawry's Restaurant, Inc. Profit Sharing and 401(k) PlanLawry's Restaurant, Inc.CA451$15.5M$24K
Ferguson Electric Company Inc. Prevailing WAGE/401(K) PlanFerguson Electric Company Inc.CT415$53.1M$25K
New Hudson Facades, LLC Retirement Savings PlanNew Hudson Facades, LLCPA396$22.7M$1,681
Geissler's Supermarket, Inc. 401(k) PlanGeisslers Supermarket Inc.CT391$9.3M$12K
Dancker 401(k) PlanArena 3D HoldingsNJ369$40.9M$20K
American Future Systems, Inc. 401(k) Savings and Profit Sharing PlanAmerican Future Systems, Inc. DBA SuccessfuelPA333$16.1M$20K

Questions and answers

How many plans does Marcum LLP serve?

55 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Marcum LLP?

The median plan reported $26.72 per participant in direct and indirect compensation (55 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Accounting (including auditing) (45 plans), Recordkeeping and information management (2 plans), Consulting (pension) (2 plans) and Valuation (appraisals, etc.) (2 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.