Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Marquette Associates
Most often reported for investment advisory and management
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.
For plan year 2024, 142 retirement plans with 100 or more participants reported paying Marquette Associates $5,000 or more. Those plans cover 998,702 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $11.4M. Per plan, the median was $17.90 per participant, with the middle half of plans between $9.21 and $46.11. 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 Illinois (47), Missouri (25) and Michigan (14).
In 2009 it appeared on 67 such filings; in 2024, 149 (up 122%). 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 plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $9.21 | $17.90 | $46.11 |
| Compensation as a share of plan net assets | 0.01% | 0.02% | 0.05% |
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
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
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| S.E.I.U. National Industry Pension Fund | Board of Trustees of the S.E.I.U. National Industry Pension Fund | DC | 168,072 | $1.70B | $198K |
| New England Teamsters Pension Fund | New England Teamsters Pension Fund | MA | 71,322 | $9.08B | $980K |
| Laborers National Pension Fund | Board of Trustees of the Laborers National Pension Fund | TX | 40,898 | $1.53B | $185K |
| The Members Retirement Plan | Trustees of the Members Retirement Plan | IL | 31,309 | $694M | $155K |
| Kwik Trip Profit Sharing 401(k) Plan | Kwik Trip, Inc. | WI | 30,738 | $1.11B | $83K |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $290K |
| Indiana Laborers Pension Fund | Board of Trustees - Indiana Laborers Pension Fund | IN | 28,807 | $1.81B | $196K |
| St. Louis-Kansas City Carpenters Regional Annuity | Board of Trustees of St. Louis Kansas City Carpenters Regional Annuity | MO | 28,767 | $141M | $50K |
| Graphic Communications National Pension Fund | Board of Trustees of Gc-Npf | IL | 26,608 | $1.54B | $150K |
| International Painters and Allied Trades Industry Annuity Plan | Intl Painters & Allied Trades Ind. Pension Fund- | MD | 25,947 | $635M | $10K |
| Central Laborers Annuity Plan | Board of Trustees of Central Laborers Annuity Plan | IL | 24,935 | $355M | $16K |
| SEIU Affiliates Officers and Employees Pension Plan | BD of Trustees SEIU Affiliates Officers and Employees Pension Plan | DC | 17,491 | $1.64B | $190K |
| Midwest Operating Engineers Retirement Enhancement | Trustees of Midwest Operating Engineers Retirement Enhancement Fund | IL | 16,681 | $758M | $15K |
| Central Laborers' Pension Fund | Board of Trustees of Central Laborers' Pension Fund | IL | 16,444 | $1.39B | $246K |
| Indiana Laborers Defined Contribution Trust Fund | Board of Trustees - Indiana Laborers DC Plan | IN | 15,678 | $59.7M | $53K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $160K |
| Construction Industry Laborers Pension Fund | Construction Industry Laborers Pension Fund | MO | 14,224 | $1.05B | $112K |
| Construction Industry Laborers Supplemental Medica and Retiree Targeted Fund | Trustees of Construction Industry Laborers Smart Fund | MO | 14,172 | $43.3M | $78K |
| Indiana/kentucky/ohio Regional Council of Carpenters Pension Fund | Board of Trustees Indiana/kentucky/ohio Regional Council Carpenters Pe | MI | 13,860 | $1.78B | $160K |
| Neca-Ibew Pension Trust Fund | Neca-Ibew Pension Trust Fund | IL | 12,974 | $1.59B | $120K |
| Gundersen Lutheran Employees' Retirement Plan | Gundersen Lutheran Administrative Services, Inc. | WI | 12,092 | $2.87B | $44K |
| Wisconsin Laborers' Pension Fund | Trustees of Wisconsin Laborers' Pension Fund | WI | 11,411 | $1.14B | $132K |
| Laborers Pension Trust Fund - Detroit and Vicinity | Board of Trustees,laborers Pension Trust Fund-Detroit and Vicinity | MI | 11,153 | $884M | $275K |
| Growmark Member Cooperative 401(k) Savings Plan | Growmark, Inc. | IL | 10,856 | $475M | $68K |
| Children's Hospital and Health System Shared Retirement Savings Plan | Childrens Hospital and Health System, Inc. | WI | 10,723 | $1.01B | $81K |
| Methodist Health System 401(k) Plan | Nebraska Methodist Health System, Inc. | NE | 9,591 | $706M | $17K |
| Pension Fund of Local 227 | Board of Trustees of Pension Fund of Local 227 | FL | 8,832 | $97.2M | $64K |
| Construction Laborers Pension Trust of Greater St. | Construction Laborers Pension Trust of Greater St. Louis Trustees | MO | 8,261 | $1.16B | $134K |
| Central Illinois Carpenters Retirement Savings Fun | Board of Trustees Central Illinois Carpenters Retirement Savings Fund | IL | 8,248 | $254M | $90K |
| Generac Power Systems, Inc. Employees 401(k) Savings Plan | Generac Power Systems, Inc. | WI | 7,683 | $344M | $183K |
| Group Retirement Income Plan NO.16 | Growmark Inc. | IL | 7,445 | $1.07B | $68K |
| Kansas Construction Trades Open End Pension Trust Fund | Kansas Construction Trades Open End Pension Trust Fund | KS | 7,084 | $202M | $195K |
| Chicago Painters and Decorators Pension Fund | Board of Trustees of Chicago Painters and Decorators Pension FD | IL | 6,443 | $1.20B | $90K |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $86K |
| Plumbers' Retirement Savings Fund, Local 130, U.A. | Board of Trustees for the Plumber's Retirement Savings Fund, Local 130 | IL | 6,158 | $448M | $25K |
| Local No. 1 IBEW Pension Benefit Trust Fund | Trustees of Local No. 1 Pension Benefit Trust Fund | MO | 5,891 | $1.88B | $90K |
| Plumbers' & Pipefitters' Local Union 562 Pension Fund | Trustees, Plumbers' & Pipefitters' Local Pension Fund | MO | 5,866 | $818M | $105K |
| Sheet Metal Workers' Local 73 Pension Fund | Board of Trustees of the Sheet Metal Workers 73 Pension Fund | IL | 5,310 | $784M | $165K |
| Iron Workers St. Louis District Council Annuity Trust Fund | Board of Trustees of Iron Workers St. Louis District Council Annuity | MO | 5,260 | $410M | $60K |
| Iron Workers St. Louis District Council Pension Trust | Board of Trustees of Iron Workers St. Louis District Council Pension | MO | 5,242 | $712M | $110K |
Questions and answers
How many plans does Marquette Associates serve?
142 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 Marquette Associates?
The median plan reported $17.90 per participant in direct and indirect compensation (141 plans reporting an amount), or 0.02% 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 Investment advisory (plan) (101 plans), Consulting (general) (24 plans), Investment management (12 plans) and Consulting (pension) (11 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.