PlanOptica

Filings through .

Bredhoff & Kaiser

Matched across 15 name variants in the filings

Bredhoff & Kaiser summary

Bredhoff & Kaiser appears on 24 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $40.5B in assets for 814,219 participants. The median client plan holds $906M. Most client plans are sponsored in MD, NY and DC. The largest clients by plan assets are Joint Board of Trustees, Bakery & Confectionery Union & Industry, Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees and Pension Committee of MLB Players Benefit Plan. Plans reported $4.7M in direct and indirect compensation paid to Bredhoff & Kaiser. The median is $51K per plan.

Participants
814,219
Median plan assets
$906M
Median plan participants
9,011
Median fees per plan
$51K
Schedule C direct + indirect

Top 24 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Joint Board of Trustees, Bakery & Confectionery Union & IndustryMD$6.5B98,364
Intl Painters & Allied Trades Ind. Pension Fund- Board of TrusteesMD$5.2B94,321
Pension Committee of MLB Players Benefit Plan, plan 001MD$4.8B10,051
Board of Trustees of the Building Service 32BJ Pension FundNY$4.6B121,234
Pace Industry Union-Management Pension FundTN$3.0B59,464
Board of Trustees, Directors Guild of America-CA$2.7B14,602
Board of Trustees of the Building Service 32BJ SupplementalNY$2.6B122,833
Board of Trustees of the S.E.I.U. National Industry Pension FundDC$1.9B172,811
American Federation of State, County and Municipal EmployeesDC$1.7B4,794
Board of Trustees of National Integrated Group Pension PlanPA$1.7B44,662
Pension Committee of MLB Players Benefit Plan, plan 002MD$1.2B4,675
International Association of Machinists and Aerospace WorkersMD$946M2,747
Benefits Committee of the National Hockey League Retirement Benefits PNY$865M2,380
Benefits Cmte of the Ntl Hockey League Plyrs 401(k) SavNY$820M2,105
Board of Trustees of the 32BJ School Workers Pension FundNY$625M15,019
The Board of Trustees USW Industry 401(k) FundTN$427M13,419
Board of Trustees-HTL. & Rest. Emp. LO.25&HTL AssnMD$419M11,581
Pennsylvania State Education AssocPA$310M655
Board of Directors of AFL-CIO Deferred Compensation PlanDC$167M1,710
Trustees of Transportation Comm International Union Pension FundNJ$80.3M2,935
Board of Trustees Hospitality Industry 401(k) PlanMD$62.8M5,750
The Minor League Baseball Players 401(k) Plan CommitteePA$36.7M7,970
Frank M. Vaccaro & Associates, Inc.NJ$18.0M137
Trustees of Massachusetts Service Employees' Pension FundMA$00

Top client states

  • MD7 plans
  • NY5 plans
  • DC3 plans
  • PA3 plans
  • NJ2 plans

Frequently asked questions

Who uses Bredhoff & Kaiser?
24 retirement plans list Bredhoff & Kaiser as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Joint Board of Trustees, Bakery & Confectionery Union & Industry, Intl Painters & Allied Trades Ind. Pension Fund- Board of Trustees, Pension Committee of MLB Players Benefit Plan, Board of Trustees of the Building Service 32BJ Pension Fund and Pace Industry Union-Management Pension Fund. Most client plans are sponsored in MD, NY and DC.
How many plans does Bredhoff & Kaiser serve?
Bredhoff & Kaiser serves 24 retirement plans with $40.5B in plan assets and 814,219 participants, based on the latest Form 5500 filings through 2024.
What does Bredhoff & Kaiser charge?
Plans reported $4.7M in total Schedule C compensation paid to Bredhoff & Kaiser. The median plan paid $51K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served24+1 YoYRank #670 of mapped providers
Assets under administration$40.5B0.0%Rank #400 by share of filed assets
Fees received$5MMedian $50,724/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection

See full Bredhoff & Kaiser analytics with Pro. Pro is free for 7 days and then costs $49 a month.

Pro unlocks:
  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets