# Marathon Asset Management Limited 401(k) Plan
Source: https://planprovider.pro/companies/marathon-asset-management-limited-616506892-001

> 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:** 616506892

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

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

- **Plan Number:** 001

- **Total Participants:** 0

- **Total Assets:** $4.1B

## 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|$4.1B|$0|$0|

| 2024|0|$3.9B|$0|$0|

| 2023|0|$4.5B|$0|$0|

| 2022|0|$4.7B|$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|

| UBS|Other Service Provider|—|$63,520|$63,520|

| BANK OF AMERICA|Other Service Provider|—|$59,898|$59,898|

| CREDIT LYONNAIS|Other Service Provider|—|$45,298|$45,298|

| JEFFERIES|Other Service Provider|—|$40,999|$40,999|

| JP MORGAN|Other Service Provider|—|$40,372|$40,372|

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

| DAIWA SECURITIES INC.|Other Service Provider|—|$33,056|$33,056|

| SMBC NIKKO|Other Service Provider|—|$30,623|$30,623|

| CITIGROUP GLOBAL MARKETS INC.|Other Service Provider|—|$26,979|$26,979|

| INSTINET LLC|Other Service Provider|—|$24,248|$24,248|

| MACQUARIE|Other Service Provider|—|$21,997|$21,997|

| MIZUHO SECURITIES INC.|Other Service Provider|—|$20,773|$20,773|

| MORGAN STANLEY|Other Service Provider|—|$20,418|$20,418|

| BNP PARIBAS LONDON|Other Service Provider|—|$17,218|$17,218|

| KEPLER CHEUVREUX|Other Service Provider|—|$14,279|$14,279|

| JPM LT ALGO|Other Service Provider|—|$13,480|$13,480|

| BERNSTEIN|Other Service Provider|—|$13,298|$13,298|

| BARRENJOEY|Other Service Provider|—|$12,800|$12,800|

| GOLDMAN, SACHS & CO.|Other Service Provider|—|$11,910|$11,910|

| RBC|Other Service Provider|—|$10,228|$10,228|

| CANTOR|Other Service Provider|—|$8,096|$8,096|

| HSBC SECURITIES|Other Service Provider|—|$7,969|$7,969|

| LIQUIDNET, INC.|Other Service Provider|—|$7,441|$7,441|

| STIFEL LT ALGO|Other Service Provider|—|$6,149|$6,149|

| ABG|Other Service Provider|—|$5,959|$5,959|

| JP MORGAN (CBOE - BIDS)|Other Service Provider|—|$5,273|$5,273|

| BTG PACTUAL|Other Service Provider|—|$5,217|$5,217|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $603,448

- **Estimated Expense Ratio:** 0.015% 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|$36,135|—|—|$36,135|—|

| 2024|$36,135|—|—|$36,135|—|

| 2023|$36,655|—|—|$36,655|—|

| 2022|$31,813|—|—|—|$31,813|

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