# Marathon Asset Management Limited 401(k) Plan
Source: https://planprovider.pro/companies/marathon-asset-management-limited-357153517-001

> Marathon Asset Management Limited's 401(k) plan: 0 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Marathon Asset Management Limited

- **Sponsor EIN:** 357153517

- **Sponsor Address:** 50 S. LASALLE STREET, CHICAGO, IL, 60603

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $4.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|0|$4.0M|$0|$0|

| 2024|0|$124.9M|$0|$0|

| 2023|0|$160.6M|$0|$0|

| 2022|0|$236.5M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NORTHERN TRUST|Other Service Provider|$52,143|—|$52,143|

| PRICEWATERHOUSECOOPERS LLP|Other Service Provider|$35,950|—|$35,950|

| DELOITTE TAX LLP|Other Service Provider|$30,715|—|$30,715|

| JP MORGAN|Other Service Provider|—|$11,820|$11,820|

| CREDIT LYONNAIS|Other Service Provider|—|$11,004|$11,004|

| UBS|Other Service Provider|—|$5,737|$5,737|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $147,369

- **Estimated Expense Ratio:** 3.679% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2025|$64,543|—|—|$66,665|—|

| 2024|$170,163|—|—|$67,263|—|

| 2023|$201,863|—|—|$70,098|—|

| 2022|$246,776|—|—|—|$72,233|

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