Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCKEE ASSET MANAGEMENT
EIN 04-3768991Latest filing 2025
Plans
3
Retirement
2
$1.0M assets
Welfare
1
Participants
5
7 E DOW ST - TIPP CITY, OH 453711735937-669-9098
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.0M assets / 5 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MCKEE ASSET MANAGEMENT CASH BALANCE PENSION PLAN
CashBalance
Assets$703K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MCKEE ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$302K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
MCKEE ASSET MANAGEMENT OFB BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCKEE ASSET MANAGEMENT CASH BALANCE PENSION PLAN | CashBalance | $703K | 2 | 2024 | |
| 001 | MCKEE ASSET MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $302K | 3 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MCKEE ASSET MANAGEMENT OFB BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans