Marcum 401(k) match, vesting and fees
What Marcum's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Kahn Litwin, Renza & Co. Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2023 medians for 127 defined-contribution plans in professional, scientific, and technical services with 5,000 to 9,999 participants.
| Marcum: employer contribution per participant | $2,694 | |
| Peer median | $2,466 |
| Marcum: average balance | $105,297 | |
| Peer median | $109,017 |
| Marcum: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.06% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $558M at the end of plan year 2023.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2023 | 5,389 | $558M | $14.3M | $2,694 | 0.05% | Not published | Form 5500 ↗ |
Common questions
Does Marcum match 401(k) contributions?
The match terms for the Marcum LLP 401(k) Plan have not been published from its filing yet. The plan year 2023 filing reports $14.3M in employer contributions, about $2,694 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Marcum 401(k) match vested?
The vesting schedule for the Marcum LLP 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Marcum 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is The Vanguard Group, Inc.. The plan administrator is Marcum LLP.
I left Marcum. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Marcum LLP, (631) 414-4000) or the recordkeeper, The Vanguard Group, Inc.. The Marcum old 401(k) page lists the contacts from every plan filing. Find an old Marcum 401(k)
Data from the public Form 5500 annual reports Marcum filed with the U.S. Department of Labor (plan years 2023) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Marcum. Not financial advice. Report a correction · Methodology